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

To: gzubeck who wrote (139176)11/9/2004 10:18:56 AM
From: rupert1Read Replies (2) | Respond to of 275872
 
gzubeck: My concern about flash and AMD is the enormous revenues that are necessary to produce a modest profit.

It is a truism that flash is a commodity subject to sharp and frequent fluctuations in supply and demand. It is not difficult to visualise a situation where modest profits turn quickly to serious losses. I also worry that from an investors point of view, that AMD's guidance on flash has not been adequate or reliable, either on the ramp of Mirrobit (we now learn belatedly there were technical problems and perhaps it was these problems and not the reluctance of users to adapt that delayed the ramp)or on current demand and inventory.



To: gzubeck who wrote (139176)11/9/2004 12:03:47 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
With the ORNAND announcement, I think we can safely put to rest the "AMD is going to sell Spansion" meme.

$800 M in processor revenue?

If they hold flash to > break-even, as they did last quarter during a large rev decline, then we'd be looking at some nice earnings... maybe $0.20 - $0.30 or so.

Doug


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