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

To: AK2004 who wrote (65116)	12/7/2001 4:45:29 AM
From: ptanner	Read Replies (2) \| Respond to of 275872

Albert, re: "did not amd discontinue some business which would result in decrease in revenues" The only thing I recall was Fab14/15 but they are closing next year, late 1Q to mid 2Q IIRC. CPU revenues were 61% of revenues last quarter so if this portion does increase by 40% then the remainder would have to shrink by about 35% for an overall net revenue gain of 10%. Plus AMD projected flash as "no better than flat" so this only leaves 11% of the 3Q revenues to balance out. Assuming CPU (61% 3Q) up 40%, flash (28% 3Q) down 10%, then the remainder (11% 3Q) would have to be down 100%. I guess that would work. <g> -PT