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: niceguy767 who wrote (117608)	3/23/2004 9:58:51 AM
From: Rink	Read Replies (1) \| Respond to of 275872

Dear Niceguy, Buggi can be right, he can be wrong too. I think chances that he is wrong are higher than that he is right for as far as his interpretation of Henri Richards comments is concerned. In that aspect I therefore disagree with both you and Buggi: Henri Richard could have declined to comment, instead he confirmed guidance. If he would still have to comment and if guidance would be way off and we're e.g. in for higher earnings than Q4, and higher revenues than Q4, he would have formulated it differently saying something like: As you know our guidance provided last earnings CC is that....., and I've got nothing to add to it. I think it's pretty sure that he could safely confirm guidance simply because it matches reality close enough. BTW, I do really highly value your opinion because for me it provides a boundary to one extreme. My opinion is that AMD will post a Q1 profit (no special charges included) of between 3 and 7 c. I think 3c is good because of forward positive guidance, and 7c would be very good. Also posted this on ihub an hour or so ago. (I'd consider 0c not bad, while -3c I'd consider bad, but I think we'll see between 3 and 7c). Just saw Buggi thinks the same for as far as profit is concerned: investorshub.com I agree with him that the real question is A64 volumes, and related to that the A64/XP volumes ratio. That's where we might see a positive surprise. Let's say I do like Keith's hint, similar to what others seem to do too. That should lead to rather good profits starting with 90nm being on time. Kind regards, Rink