SI
SI
discoversearch

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: kpf who wrote (149339)1/28/2005 4:02:48 PM
From: PetzRead Replies (1) | Respond to of 275872
 
Well, +2% with a 16% standard deviation is hardly comforting. /Petz



To: kpf who wrote (149339)1/28/2005 4:24:50 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
In fact, looking at the past 4 years, it is even more positive, with the downside limited to the current guidance:


Year Q1 CPG revenue as a % of previous Q4
2004 (to 571 from 581) 98.3% (-1.7%)
2003 (to 468 from 420) 111.4% (+11.4%)
2002 (to 684 from 703) 97.3% (-2.7%)
2001 (to 661 from 566) 116.8% (+16.8%)


I can't find 2000 and 1999, but they must have been quite negative to account for Petz's average results. Given the strength of the market in those two years, this is likely a reflection of an incredible consumer surge in Q4 for AMD in those times.

Doug

p.s. Wow. AMD had CPG revs of 703M in Q4 01. The problem at that time was flash: revs of 196M (!) down from 411M in Q1 01.