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

To: Robohogs who wrote (162532)	6/27/2005 9:06:39 PM
From: KeithDust2000	Read Replies (1) \| Respond to of 275872

Jon, thanks for the scoop, I was wondering who was responsible for moving the consensus from a loss of 7 to 6 cents per share.

To: Robohogs who wrote (162532)	6/27/2005 9:16:20 PM
From: KeithDust2000	Read Replies (1) \| Respond to of 275872

Jon, btw. what was the timeframe for "losing the CPU war"? 1 year? Or longer?

To: Robohogs who wrote (162532)	6/27/2005 9:23:36 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

"Mosemann (who works at Moor Cabot (sp?) and has a sell on AMD) just came out and raised EPS to 5 cents from a small loss for Q2 on the back of flash. He is looking for sequential gain, for loss cut in half in flash division, and AMD losing processor war to INtel over time (hence sell rating)." Hey, I'm gonna call an end run here around my net nanny. He's wildly wrong on the processor side, but if he's right on the flash side, then AMD'll open at $25 or better the day after Q2 earnings are posted. Flash is the wild card. but I'll risk yet another admonishment by my net nanny here: CPG is looking at $800M in revenues, rock bottom in Q2. If that's hyperbole in her eyes, so be it ;-)

To: Robohogs who wrote (162532)	6/27/2005 9:31:59 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"Mosemann (who works at Moor Cabot (sp?) and has a sell on AMD) just came out and raised EPS to 5 cents from a small loss for Q2 on the back of flash. He is looking for sequential gain, for loss cut in half in flash division, and AMD losing processor war to INtel over time (hence sell rating)." He must've read my eps entry, 'cause I'm in at $0.05. Problem is, I factored in the same or greater loss for flash. If he's right about the flash loss cut in half, then look for the mother of all price adjustments come earnings, because there just ain't no way that CPG does anything but exceed all expectations. CPG comes in at $800M conservatively and operating profit around $120M. (and I stress conservatively.) price explosion in the very near term if flash losses have been cut in half. (Heck, even keith might come around and acknowledge that huge HP Turion win ;-) )

To: Robohogs who wrote (162532)	6/27/2005 10:05:58 PM
From: niceguy767	Respond to of 275872

"and AMD losing processor war to INtel over time (hence sell rating)." I think that either this guy has been reading too many of keith's posts or has been watching too many nostalgia movies. Ther is absolutely no way, with the FX-57 release which decimates anything INTC has to offer now or in the next 18 months, the HP Turion win (tip of the iceberg? I think so.) and the SUNW workstation win (tip of the iceberb? I think so) to justify his fanciful notion that INTC is winning over time the processor war. Quite the contrary, INTC has now been put in check on a price/performance basis across the entire performance gradient. The HP and SUNW wins this past weekend paint an entirely different mural than the one being postulated by Mosseman. If anything the FX-57 release should this past weekend should not only give him cause, but stymie entirely, his current thread of fanciful hope/thought.