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


To: redbird who wrote (31021)3/9/2001 11:15:05 AM
From: PetzRead Replies (2) | Respond to of 275872
 
Robbie Stephens FULL OF SHIT: "*As a result of AMD s large exposure to flash memory (39% in 4Q00) predominantly used in cell phones, we are cutting our revenue and EPS estimates to reflect slowing end-market demand and accelerating price declines for flash."

From the MSDW presentation, only 36% of AMD flash is used in cell phones.

Intel is a slimebucket of a company for blaming their problems on Flash. Only 8% of their revenues are flash, but they want us to believe that flash is responsible for a 25% decline in sales. Comm is an even smaller part. And this Robbie Stephens ANALyst is so clueless that he believes them!

Petz