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

To: Pravin Kamdar who wrote (30873)3/8/2001 6:55:42 PM
From: Pravin KamdarRead Replies (2) | Respond to of 275872
 
I wonder what our little arborial friend from Piper Jaffrey will have to say about Intel tomorrow. I'm sure that CNBC will be dragging him out from under his rock to have him help prop the stock up.

Pravin.



To: Pravin Kamdar who wrote (30873)3/8/2001 7:18:38 PM
From: kash johalRead Replies (2) | Respond to of 275872
 
Pravin,

re: AMD guidance

Yes u are correect.

Hector stated that $2.00 was possible for the full year.

In light of whats happening in flash, I doubt this can happen.

If we assume that flash is breakeven this year.

It will be difficult for AMD to do $1 for the year after taxes IMHO.

So perhaps an AMD price of $20 is not unreasonable.

I think in Q4 flash was close to 50% of AMD's profits.

Correct me if i am wrong.

regards,

Kash


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