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: neolib who wrote (156143)4/13/2005 7:51:57 PM
From: neolibRead Replies (4) | Respond to of 275872
 
Why didn't they WARN!

Given the guidance of profitable overall, then Rivet's midQ comments about tracking a little better than thought (although no guidance change) don't you think they should have warned with this much of a miss?

I for one think this is yet another blemish on the financial team at AMD. The stock can't shine unless management can be trusted for one Qtr foresight. So they get rid of FLASH. The CPU is still up against Intel and whatever practices Intel might through at them. FWIW, it looks like the next 3 Q's might be relatively good, assuming they can dump FLASH pronto, without much impact on Q2. If it impacts Q2, then there will only be two good Q's in 2005, and Intel will have the early 65nm lead in 2006.



To: neolib who wrote (156143)4/14/2005 1:34:24 AM
From: PetzRead Replies (1) | Respond to of 275872
 
RE: <3% CPG revenue growth was Q/Q, 30% A64 growth was Q/Q, 23% unit growth was Y/Y>

First, I assume that the "A64" number is actually K8, since they made it clear that Sempron's would soon be 64-bit capable.

But was the 30% K8 growth units or dollars?

Petz


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News