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


To: DRBES who wrote (148054)1/18/2005 1:53:34 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
Looks like we have 2 camps speculating about earnings:

The Tad camp: Flash revs down a lot, CPG up strongly

The JMP/Stearns camp: Flash revs down slightly (yet margins down more, so a big earnings decline into losses), CPG up weakly.

I sure hope Tad is right.