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

To: hmaly who wrote (77564)	4/17/2002 8:20:27 PM
From: rsi_boy	Read Replies (1) \| Respond to of 275872

Judging by the breakeven point and the expected revenue range and balancing the inevitable sandbagging with Jerry's inevitable overoptimism... I would say AMD has at best a one in three chance of return to profitability in q2. Since it will hurt (what remains of) their credibility significantly to break that promise, as long as there is a chance I assume Jerry will delay the warning. Barring any unforeseen surge in CPUs or flash sales/visibility in the next month, I predict AMD will delay the explicit warning until the next cc (4 weeks?) t.