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

To: andreas_wonisch who wrote (65188)	12/7/2001 6:09:01 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

andreas: "BTW, I didn't know that AMD sold 7.8 million processors in Q3. They must have revised that number upwards. Even if AMD isn't taking unit market share this quarter, their gains in revenue market share must be huge. 2001 has been the worst year for computer processors in history yet AMD apparently managed to grow processor revenues to a new record. Too bad that flash is spoiling the party." Looks like flash is bottoming right now...AMD is highly leveraged to any recovery...Imagine the positive impact when flash kicks in... "

To: andreas_wonisch who wrote (65188)	12/7/2001 6:36:12 PM
From: Jim McMannis	Respond to of 275872

Makes me wonder what AMD COULD have sold if they had some Large OEMs put some on retail shelves. 10 million? Seems like AMD always has a case of the "what ifs"... Jim

To: andreas_wonisch who wrote (65188)	12/8/2001 10:20:37 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

andreas: Where's AMD's breakeven point? "Petz, I just got this mail from Toni on clarification of the processor revenue issue: Record revenue (Q1) was $661. we expect to exceed that. Record units (Q3) was 7.8 million. We expect to exceed that. Flash - No better than flat with the previous quarter - $210 million. we'll offer no more detail than that." Thanks for the "hard" info...Looks like AMD is looking at $900 million minimum revenues for q4...Where's breakeven???