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: Joe NYC who wrote (147445)	1/11/2005 4:59:00 PM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

Joe I think lesson AMD will earn is to be extra conservative in the guidance for next Q, (starting in next week CC) and we will probably be hit again with a second leg of this decline as a result of the conservative guidance. With Intel's strong showing and Bullish forecast, how can AMD not sing the same tune? It would be suicide to be anything but optimistic.

To: Joe NYC who wrote (147445)	1/11/2005 5:19:00 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

I'm not sure it is fair to compare the two events. While both warned on flash revenue, in Q3 net income rose from Q2, while this time, operating (and surely net) income will be down. And of course, if you have bad results, I don't think it really matters when you announce them. In the end, it's the results themselves that matter. Unless CPG results are also disappointing (hard to say for sure, although it appears ASPs were not up as much as I would've hoped, but let's say they are deemed "ok", overall), I see no reason to be overly conservative on CPG guidance. They've done pretty well there, so far. Intel is guiding revenues 5% down Q/Q, and that seems reasonable. It's flash that will be interesting. Will they divest it? What will he say if they don't intend to do that? How can provide credible flash guidance if they intend to press on with it? It is interesting to look back at those couple Macronix mentions in December, in light of the flash disaster. Any new thoughts? AMD must have known flash was in trouble at the point these articles were written, so what are they really up to? ---------------------------- knobias.com. Tuesday , December 14, 2004 19:22 ET TAIPEI, Dec 14, 2004 (AFX-Asia via COMTEX) --Spansion LLC, a joint venture between US-based Advanced Micro Devices Inc (AMD) and Japan's Fujitsu Ltd, is likely to take on MACRONIX International Co Ltd (2337.TW) as a partner to make mirror flash memory chips, the Economic Daily News reported, without naming a source. At an official announcement expected next week, Spansion will likely introduce MACRONIX to its clients as a contract-manufacturer of mirror flash memory chips, it said. ---------------------------- Can't find the other one... think it talked about the same deal being announced "next month" instead of "next week".