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

To: Petz who wrote (169542)8/21/2005 6:38:37 AM
From: knyknyRespond to of 275872
 
To: dougSF30 who wrote (134823) 10/5/2004 12:19:44 AM
From: Petz Read Replies (1) of 169546

I think AMD will give very positive forward guidance. SEASONALITY should be enough to prevent any further erosion of flash sales. We have already learned that CPU sales forecasts for 2004 are rising. The positiveness of their forward guidance will actually pressure Intel to do the same. In fact, they don't need any pressure Intel to raise their guidance. If the computer sales numbers are true, AMD will have to sell 8M CPUs just to maintain market share.

Petz

kny



To: Petz who wrote (169542)8/21/2005 9:32:11 AM
From: niceguy767Respond to of 275872
 
I suppose one could go to post #130,000 and roll forward. Very tedious technique though.



To: Petz who wrote (169542)8/22/2005 3:36:29 AM
From: RinkRespond to of 275872
 
Petz, re your seasonality question:

- Message 20994550
- Message 21502611

Regards,

Rink


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