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

To: andreas_wonisch who wrote (47272)7/12/2001 5:29:03 PM
From: YousefRead Replies (1) | Respond to of 275872
 
Andreas,

Re: "AMD is expecting a loss for this quarter. Revenues expected to
be again down 10-15% is a very bad sign."

I have to agree ... Not good, IMHO.

Re: "I think the stock will tank on this news."

But ... Albert promised it wouldn't !? <ggg>

Make It So,
Yousef



To: andreas_wonisch who wrote (47272)7/12/2001 5:50:10 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Andreas

I think it is a mixed bag (just from the press release). Flash is clearly suffering and will continue to do so, because these contracts run only so long, and they will have to be renewed at much less favorable terms. The CPUs should hold their own this quarter as notebook sales finally kick in to offset (at least partially) the lower ASPs.

Joe



To: andreas_wonisch who wrote (47272)7/12/2001 11:23:03 PM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Re: "AMD is expecting a loss for this quarter. Revenues expected to be again down 10-15% is a very bad sign. I think the stock will tank on this news."

AMD - executing itself flawlessly !


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