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

To: niceguy767 who wrote (22197)	12/11/2000 6:20:27 PM
From: Cory Gault	Read Replies (3) \| Respond to of 275872

"Jim: At $17, AMD was projecting less than 6 million Q4 processors, an eps of below $0.10, revenues under $1 billion and non-deliveyr in H1 of DDR, mobile server and palomino...Anything above these baseline negatives is very much a poaitive, imho... " You are amazing. What was priced in is exactly what you got. And exactly what I said. How can flat revenues and declining EPS be a "positive". What will get focused on here is declining EPS...that is a serious EPS miss and analysts will focus on declining margins and ASP's...if you think it is all rosy for AMD think again. As I mentioned before, I think AMD is taking some serious price protection hits as they lower prices while the channel is stuffed with inventory. Glad you think this is all "positive" thogh.