Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Petz who wrote (88441)	9/23/2002 7:51:36 PM
From: tejek	Respond to of 275872

So, how many think AMD will warn? Last quarter AMD predicted sales would grow "modestly" from $600M. Flash sales has increased from 160M in Q1 to 175M in Q3. Processor sales had gone down from 684M to 380M, units from 8M to 6M. That means ASPs went from $85 to $63. Petz, normally, there's an up tick in sales from Q2 to Q3 but that did not happen last year. Therefore, its very possible that the "modest" growth predicted by AMD this year may have been too optimistic. It would not surprise me if they warn again. ted

To: Petz who wrote (88441)	9/23/2002 8:30:44 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Petz Re..Final sales of computers were higher than 6M, but AMD said that the inventory reduction in the channel will continue, so don't count on any help from that angle. However, if you put it in perspective to Gantners report that AMD sold 19% of the 38 million cpu's (7.22 million), AMD could easily up the sales figure by 1/2 mil. and still reduce inventory. With flash firming up, I fully expect AMd to meet its goal, as the bar wasn't set very high.