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


To: dougSF30 who wrote (139226)11/9/2004 2:06:02 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Doug,

I would agree, depending on what you mean by "a clarification of current financial situation". What do you have in mind there?

Of course questions will be asked how AMD is going to pay to complete Fab 36 (part that still needs AMD funding), CapEx expectations, monetary terms of IBM and Chartered agreements, possible future borrowing needs.

p.s. Any guesses on what new technology will be demoed at the meeting? Presumably the dual-core systems will be running... I wonder if they'll have anything else.

That would be a safe assumption. But I would not expect much besides that. I am not sure if they still do, but AMD used to demonstrate some good stuff during annual shareholder meetings (at least the ones I attended in NYC).

Joe