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

To: Joe NYC who wrote (35266)	4/9/2001 12:49:47 PM
From: kash johal	Respond to of 275872

Joe, re:"But you are assuming that they will miss. The estimates are not that high at 33 cents. Just FYI, these were the results of last 4 quarters: Q1 2000 0.29 Q2 2000 0.57 Q3 2000 0.62 Q4 2000 0.55" The estimates are very HIGH for 2 reasons. 1. They are after tax. So .33 is equivalent to .50 untaxed. 2. Almost all their profits in Q4 were from flash. Flash profits are gonna start disappearing and by year end flash may be losing money. FYI, I see more PIV systems than Durons at my local stores and that is worrying as well. Coupled with no laptops, no servers and no low end solution, coupled with eroding flash market: i suspect AMD may have problems hitting .33. regards, Kash

To: Joe NYC who wrote (35266)	4/9/2001 1:58:23 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< Q1 2000 0.29 Q2 2000 0.57 Q3 2000 0.62 Q4 2000 0.55 >> They had $1.15 per split in Q1 last year, so I don't know where the .29 is coming from.