Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: I_Banker who wrote (162724)	6/28/2005 12:12:14 PM
From: dougSF30	Respond to of 275872

earnings (CPG) guidance? or analyst numbers that include flash? Again, as others have also said, if that were the case, you'd announce it WITH or just after poor earnings.

To: I_Banker who wrote (162724)	6/28/2005 1:24:11 PM
From: rupert1	Read Replies (2) \| Respond to of 275872

We have the first gut instinct of a few of us (on this board and others) that the timing of this law suit indicates that AMD expects 2Q 05 results to be poor. But another thesis arises from the CC. That the company is doing well - servers spectacularly well - thereby undermining any potential accusation that AMD is trying to achieve in the courts what it cannot in the market. But was the CC telegraphing (in the quiet period) good 2Q results or was it referring to the company's general prospects now as opposed to two years or more ago? I got the impression that the Japanese decision against Intel and progress on the EU investigation was probably more influential on the timing of the law suit than this quarter's results - good or bad.