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

To: AK2004 who wrote (77327)	4/16/2002 11:52:36 PM
From: Robohogs	Read Replies (3) \| Respond to of 275872

I actually think AMD will break even now that INTC has shown its numbers (mkt better than I thought). It is Q2 and Q3 that concern me. A warning tomorrow is the perfect time. Q1 will be better than expected. Guidance for Q2 is the concern given absolute collapse in retail market measures of ASPs - the only way they can make Q2 is if the new flash starts selling like hotcakes. Given the improving handset market in cells (an Intel strength unfortunately), that could have some positive impact. Jon