SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: hmaly who wrote (77567)4/17/2002 8:35:38 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
hmaly:

"Jerry's refusal to answer questions on margin and profitability, and outlook will hurt"

I don't think JS was dodging anything...He repeated several times that AMD's profitability is a direct function of revenues...Above $900m, AMD makes a profit, below they don't...Flash looks like an enormous swing factor in this equation and JS seemed to like the chances of some flash recovery in q2...JS did proffer an $820m to $900m revenue range for q2, though, which probably accounts for the AH weakness...



To: hmaly who wrote (77567)4/17/2002 10:41:51 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Harry,

Jerry's refusal to answer questions on margin and profitability, and outlook will hurt.

They gave an estimate of revenues, estimate of costs, so they answered the question as well as they could, given the fact that this was Q1 CC, not Q2. How can Jerry possibly know the answer, other than give you his best estimate?

Joe


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News