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

To: ptanner who wrote (65107)12/7/2001 4:00:57 AM
From: Joe NYCRespond to of 275872
 
Patrick,

The processor revenue, beating Q1 record is intriguing, and suggests a good quarter. I don't know how it is possible, given desktop US retail meltdown (which actually started in Q2). It must be mainly due to improving ASPs.

And the guidance for no profit until Q2 is also puzzling, since the competition will be tough in Q1 and Q2. AMD may be counting on .13u chips doing well in mobile chips in Q2, and lower expenses (due to closing the older fabs). I am going to consider selling some more shares tomorrow.

Joe



To: ptanner who wrote (65107)12/7/2001 4:04:49 AM
From: AK2004Read Replies (1) | Respond to of 275872
 
PT
1) significant percentage of mobile
2) loss of oems (no more give aways)
3) few $$ from new athlons
4) some creative accounting
5) all of the above
6) none of the above

but in reality it would not take that much to drive revenue up by 40% if average asps were just 457/7.7~60
It would just imply that current average asps are $84

Regards
-Albert


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