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

To: andreas_wonisch who wrote (67034)	1/3/2002 4:36:20 PM
From: ajbrenner	Respond to of 275872

Andreas thanks for the Yahoo post. ajb

To: andreas_wonisch who wrote (67034)	1/3/2002 5:20:44 PM
From: peter_luc	Read Replies (3) \| Respond to of 275872

Andreas, ONtheMove: Analyst says AMD saw strong finish to Q4 biz.yahoo.com Key points: - Strong finish - Strength to continue to Q1 due to solid Athlon demand - ASP rose sharply, much more than expected - Visibility improved into Q1 with units sequentially flat or up slightly (despite the fact that Q1 is normally weaker) - Continued low inventory - Flash still weak; Q4 will mark the bottom I think the real bomb is that in Q1 units will be flat or even up slightly. Peter EDIT: PS: It seems I'll have to update my estimates in the EPS contest.