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


To: DRBES who wrote (97267)6/13/2003 8:29:51 AM
From: niceguy767Respond to of 275872
 
DRBES:

" Please do not take me too seriously"

BofA is projecting AMD q2 cpu revenues in the $375 to $400 million range...It's difficult for me to take that analysis as serious given my perception, based upon the past 2 quarters, of an increasingly "richer mix" of cpu shipments for AMD...

Too bad, from my vantage point anyway, that investors take BofA's analysis so seriously...Your $500 million q2 cpu estimate is likely far closer to what we'll see than is BofA's $400 million!!!