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

To: andreas_wonisch who wrote (47264)	7/12/2001 5:27:13 PM
From: Petz	Read Replies (3) \| Respond to of 275872

the BAD: If current conditions prevail, the company expects that overall revenues could decline in the range of 10 to 15 percent in the current quarter. With a decline in sales of this magnitude, the company would report an operatingloss. Normal seasonality coupled with a recovery in some of the markets for flash memory products should enable the company to increase revenues and return to solid profitability in the fourth quarter. the GOOD: Over 7.7M processors (vs. 7.3 in Q1) - this validates the Mercury Research data saying market share grew over 1%. AMD is not counting on a Q3 recovery -- this is realistic, IMO. It kind of implies that the end of Q2 and early Q3 are worse than early Q2. (If current conditions prevail...) The CC should be interesting. Petz

To: andreas_wonisch who wrote (47264)	7/12/2001 5:32:42 PM
From: chuckles58	Respond to of 275872

"If current conditions prevail, the company expects that overall revenues could decline in the range of 10 to 15 percent in the current quarter. With a decline in sales of this magnitude, the company would report an operating loss." I guess this is what everyone was anticipating when the stock got hit so hard last Thursday AH and Friday. Hopefully, the possibility of a loss already factored into current price. Waiting to see if notebook and MP guidance can give clue where ASP can get possible boost. <Nostalgia>Don't we all remember late 1999 when Jerry said they might break even (where loss was expected)? The stock took off big time.</Nostalgia> Will listen to CC this evening. Good luck everybody. CB

To: andreas_wonisch who wrote (47264)	7/12/2001 5:41:02 PM
From: Yousef	Respond to of 275872

Andreas, Re: "Average selling prices (ASPs) for PC processors declined sharply from the first quarter in the face of very aggressive pricing in a weak PC market." Is Jerry doing his job well ?? From my point of view ... He's perfect !! <ggg> Make It So, Yousef