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


To: Dan3 who wrote (65232)12/8/2001 1:31:43 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
Dan3:

"My recollection is that breakeven was expected to be $950 million."

Thanks Dan...I see that q201 revenues of $985m generated an eps of $0.05, so $950m would seem to be breakeven...That would reconcile with AMD's q2 profitability (for the moment, anyway)expectation...(I'm thinking that the Athlon XP with its Xtreme Performance and Xtreme consumer interest could pull in the profitability timeframe (with a little help from flash)...maybe even an outside chance to q4, as some here have already suggested)...

Speaking of the Athlon XP, a surefire way to kick down the OEM barriers in North America:

AMD's marketing arm should:

Conscript Tony Hawke as spokesperson for the Athlon XP...Advertising theme would be clips of Tony's Xtreme Performance followed by Tony commenting that after a rigorous day of Xtreme Competition and Performance, I like to come home, relax, turn on my Athlon XP and experience my Athlon XP's Xtreme Performance...



To: Dan3 who wrote (65232)12/8/2001 3:09:11 PM
From: bacchus_iiRead Replies (1) | Respond to of 275872
 
RE:"breakeven was expected to be $950 million"

Humm... not sure of that.

Do you take in account that all charges for closing a FAB and reduce work-force by 10% as been said to be token in Q3.

Resulting in saving 125M/years 31M/quarter.

This represent 10¢/share profit (lost reduction)

Gottfried