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

To: Cory Gault who wrote (92378)	1/16/2003 5:15:36 PM
From: wanna_bmw	Respond to of 275872

Cory, Re: Can't believe they didn't issue a warning......unbelievable!!!! See a pattern?

To: Cory Gault who wrote (92378)	1/16/2003 5:19:30 PM
From: tejek	Respond to of 275872

Look out below!!!!!!!!!!! Can't believe they didn't issue a warning......unbelievable!!!! They had better come up with some forward guidance that's believable. ted

To: Cory Gault who wrote (92378)	1/16/2003 5:34:44 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Cory, Look out below!!!!!!!!!!! Can't believe they didn't issue a warning......unbelievable!!!! Warning about what? They came in as they predicted, with revenues approaching 700M. The income/loss numbers look screwy, but they are actually realistic, and the first 3 quarter numbers were highly screwy, so the real numbers of Q4 look bad compared to imaginary numbers of Q2 and Q3. One thing that's a little puzzling are the increases in expenses. Q3 was $831M and Q4 was $944M. I don't know how much of these are recurring expenses, and how much are one time expenses associated with launch of Hammer. The press release said that AMD the expenses will be below $800M by Q2. Joe