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

To: wanna_bmw who wrote (85161)	7/17/2002 5:37:59 PM
From: andreas_wonisch	Respond to of 275872

Wanna_bmw, Re: Sounds pretty lame, if you ask me. Much more conservative than AMD's usual tone. Hector is probably extremely careful now after having to warn twice last quarter. Bascially they are saying the same as Intel: Seasonal patters are expected for CPU in Q3 and flash will continue its new growth trend. Andreas

To: wanna_bmw who wrote (85161)	7/17/2002 5:38:12 PM
From: Robohogs	Read Replies (1) \| Respond to of 275872

It would appear they played some games to keep cash above $1 B and close to $1.1 B. Total debt increased by $100 MM and current portion by that same amount. Looks like they may have made some payments after quarter end to manage numbers. Net of current maturities, cash is down to $700 MM and probably $500-600 MM after next quarter. Liquidity problem is developing as seen by some analysts. Jon

To: wanna_bmw who wrote (85161)	7/17/2002 5:42:55 PM
From: tejek	Respond to of 275872

Andreas, what do you think of these forecasts? "- The company expects sequential sales growth of flash memory devices. - The company expects unit sales of PC processors will follow seasonal patterns, which generally show sequential increases from second quarter levels." Sounds pretty lame, if you ask me. Much more conservative than AMD's usual tone. wbmw, CNBC is saying that the analysts are upset that Sanders will not be on the CC. They say he was one of the few semi leaders who made CCs interesting. <g> ted