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


To: niceguy767 who wrote (30932)3/8/2001 11:46:54 PM
From: kash johalRead Replies (3) | Respond to of 275872
 
niceguy,

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

Not at all, I have no doubts on AThy's.

The evidence seems to be AThy's are selling very well.

I have ZERO confidence in Duron sales hitting 3.5M.

And i suspect duron ASP's will be lower than Q4.

And my big earnings worry is FLASH....FLASH and more FLASH.

And much more so for Q2 than Q1 where i suspect flash could turn close to breakeven.

regards,

Kash