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

To: fyodor_ who wrote (77458)	4/17/2002 5:39:56 PM
From: heatsinker2	Read Replies (1) \| Respond to of 275872

fyo- If Tbred really gets going, I could see Q3 turning a small profit I don't agree. If flash gets going, AMD could easily be profitable. In fact, if flash gets going, Q2 could be profitable, I think that explains the semi-warning in the 820-900 revenue prediction. The contribution of flash is hard to assess, presumably will find out more in the CC. Since AMD beat Q1 expectations, now is the time to warn. Since they didn't warn, there is a least some hope of a profitable Q2.