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

To: Petz who wrote (67420)1/9/2002 2:35:53 AM
From: peter_lucRespond to of 275872
 
Petz,

"Of course, the article only says that January and February P4 mobo output will not meet targets, so any lack of P4's could be due to the 0.18 to 0.13 switchover and initial lower yields."

That alone should be enough to give AMD a pretty good Q1, much better than previously expected. After that we'll have to see how TBred does against Northwood. But obviously AMD is quite confident, otherwise they wouldn't have reiterated to return to profitability in Q2.

Peter



To: Petz who wrote (67420)1/9/2002 7:38:10 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
John:

"Of course, the article only says that January and February P4 mobo output will not meet targets, so any lack of P4's could be due to the 0.18 to 0.13 switchover and initial lower yields"

Just more of that "some-time-in-the-future-if-ever" monologue that we are forever hearing out of the INTCy corner???


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