Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Petz who wrote (65381)	12/10/2001 9:49:13 PM
From: milo_morai	Read Replies (2) \| Respond to of 275872

<font color=green>Maximum PC mag Jan 2002 page 34 ------------------VIA KT266A---AMD 760--NVIDIA---ALI ----------------------------------------nFORCE--MAGIK 1 SYSmark2001 CC 178 174 178 172 Quake III MPC 81fps 76fps 83fps 80fps 3DMark2001 7146 7006 7087 6806 Photoshop 6.0.2 62sec 79sec 64sec 67sec Premier 6.0 180sec 188sec 180sec 184sec SiSoft Sandra 2001 RAM 849 743 925 702 SiSoft Sandra 2001 CPU 4303 4247 4311 4292 MusicMatch 6.0 223 sec 223sec 222sec 225sec Page 35 has full details of the systems. nForce takes 6 of 8 tests. This type of PR will boost nForce sales Milo

To: Petz who wrote (65381)	12/10/2001 11:32:02 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Petz, I have a feeling that the overall computer industry will be bad in Q1, except for the "after Christmas" sales. I expect that there's more chance of turning a profit in Q4 than in Q1, because Intel probably has 200 or 300 more MHz coming online in Q1. I couldn't agree more. It may be a bit beyond reach to achieve profitability in Q4, but I think AMD will achieve results better than .16 loss, which will mean that for the year, AMD made profit. Another thing that may be part of Q4 results may be some tax adjustments. If it turns out that AMD paid a lot in taxes in Q1, and some of the income has been erased by losses in Q3, so there may be some tax credit. I don't see how Q1 can improve on Q4. I think flash may start recovering, but I think the potential small improvement in flash will not be enough to offset sequential decline in CPU revenues. Q2 is just so far in the future that it is hard to make any predictions. There hasn't been any positive indication regarding the status of .13u process, other than CC statements that it is on schedule, whatever that means. The whole .13u process gives me the same impression as the Palomino release, which slipped from January to October, basically 3 quarters. Lack of .13u demo ad MPF, Comdex and annual analyst conference to me means that it did not exist at the time, which is not a good sign. One rule I have learned watching this industry for a few years is that there are no positive surprises, only negative surprises. To bank on a positive surprise on .13u in early part of 2002 goes against this rule. Joe