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

To: rsi_boy who wrote (73195)3/4/2002 12:19:31 PM
From: andreas_wonischRespond to of 275872
 
Rsi_boy, Re: If he has good news, it's strange that he is appearing before the conference (giving CNBC the scoop on the analysts). Maybe tomorrow we learn about thoroughbred?

Yes, that's indeed strange. Normally he appears after the quarterly CC on CNBC (if the quarter was good enough). So you might be right about Thoroughbred. It would be a perfect opportunity since Intel launched the mobile Pentium 4 today.

Andreas



To: rsi_boy who wrote (73195)3/4/2002 12:30:50 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"Something is supposed to make AMD profitable in Q2."

If nothing else, in Q2 AMD will have finished closing down those fabs and won't have those expenses anymore. I think that is going to save them $45 million per quarter. With that, almost any little increase will be enough for them to make a small profit. I gather from a PM from Richard P. that spot market prices for AMD flash is still low, so no joy from that part of the business...


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