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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (21312)	12/3/2000 7:31:42 PM
From: Charles R	Respond to of 275872

Joe, <What I meant is that the earnings estimates are based on basically no growth in Q4 (.68 vs. .64). > <What I said was based on the assumption that AMD announces that they will fail to meet the earnings estimates. I just went back mentally as to what that would mean about the underlying business - negative growth.> I am not sure where you get this negative growth stuff from. Unitswise it is clearly going to be the biggest CPU unit quarter ever for AMD. Same with flash. Usually people compare year over year but even if you use Q3 as the proxy, I see little risk of sequential drop unless the tax rate goes up. Chuck