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: storm05 who wrote (155331)4/8/2005 9:42:54 AM
From: RobohogsRead Replies (1) | Respond to of 275872
 
EDITED

It did come from FBR and have not seen same thing from bigger shops.

In fact, Mosesmann at Moors and Cabot and who has sell rating on AMD, raised estimates in late March on back of strong Opteron uptake. Based on his Taiwan trip. They have processors at $750 MM, up QoQ. (this is up from previous 690 estimate)

Jon



To: storm05 who wrote (155331)4/8/2005 3:07:41 PM
From: dougSF30Respond to of 275872
 
Damn, that was my last hope to discount it :(

Yeah, there's no POSSIBLE other reason to discount an analyst report.

Good thing for you that you're not long AMD. ;)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News