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

To: Pravin Kamdar who wrote (65156)	12/7/2001 12:35:46 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Pravin, Re: I think your CPG increase is too high. AMD had processor sales of $661 million in Q1 of this year. Yesterday they said: As a result, PC processor revenues, in the aggregate, are expected to exceed the previous record set in the first quarter of the year on record units. So it must be higher than $661 in Q4 unless AMD is lying or the outlook turns out to be wrong. Maybe the problem is flash: flash memory sales now expected to be no better than flat. That could mean anything from a 0% decline to a 100% decline. Andreas

To: Pravin Kamdar who wrote (65156)	12/7/2001 12:43:47 PM
From: bacchus_ii	Read Replies (1) \| Respond to of 275872

RE:"My crystal ball says that Monday is going to be down right ugly (possibly delayed by the capture of Thing 1 or Thing 2 -- Omar, or Bin Laden, that is)." Quite possible. If they kill Bin Laden they have to rebuild a new EVIL (or remake the good old Saddam). Perturbing... Gottfried PS: On a second thought, we both have INTC-put... so it will rise...