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

To: niceguy767 who wrote (34742)	4/3/2001 8:16:11 PM
From: Artslaw	Read Replies (2) \| Respond to of 275872

all other flash long-termers are solid according to today's announcement is positive news in this environment...Just don't see AMD hurting at all in Q1...maybe even record revenues and earnings well above $0.32 I'm a little slow. If AMD has locked all their Flash into contracts (best case scenario) and the SIA report says there is a ~7% sequential decline in semiconductor sales (Jan to Feb, with no uptick expected in march), then one might guess that Athlon sales will be less than last quarter (this must be my mistake). It is entirely possible that AMD can manufacture them for less, but I don't see it making up the slackening demand. Since Q4 included Christmas sales as well, which is traditionally a strong quarter for all companies, and this quarter will be coupled with a Flash earnings reduction from the Alcatel disagreement, how could they possibly have record revenues this quarter {oh, and let us not forget that they don't have another division to sell, if you want to count that as revenue!}? I would expect AMD to come in under last quarter unless they were able to sell the excess Alcatel flash at prices higher than the contract terms. Are we just haggling over "revenue" versus "profit", or am I just horribly misguided? Thanks, Steve