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

To: kash johal who wrote (30924)3/8/2001 11:29:22 PM
From: survivinRead Replies (1) | Respond to of 275872
 
Kash,

Are AMD flash products as fungible as you suggest?

I vaguely recall a conference call where Jerry said there was some insulation from fluctuations due to their unique characteristics.

survivin



To: kash johal who wrote (30924)3/8/2001 11:39:38 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
kash:

"I fully expect an AMD earnings warning."

So you don't buy the 3.5 million Athys in Q1 then???



To: kash johal who wrote (30924)3/9/2001 3:47:19 AM
From: PetzRespond to of 275872
 
Does anyone know what Q1 revenue and earnings estimates Dan Niles (bull) and Ashok Kumar (bear) have on AMD? So we can assess the likelihood of a warning?

Petz


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