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

To: Dan3 who wrote (93492)	2/22/2003 1:15:23 PM
From: DRBES	Respond to of 275872

re: "But given that you've been better at predicting this stuff than anyone else (most definitely including me!) you're probably right again." Actually my longer term record is pretty abysmal. I seem to almost always be too optimistic, especially about time frames. However, I have at time been correct, this may be such an incident. My optimism is predicated on phalasch results, somewhat better than expected ASPs for CPUs, and a small positive effect from Alchemy. All of which should have a much more salutary impact during the second quarter. My suspicion is is that Ruiz has made it easier to break even, enough so as to look good for all of this year. HEY! Who knows? They might even go cash flow positive for the first quarter and almost break in operating earnings. Regards, DARBES