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

To: Rink who wrote (190009)3/16/2006 3:39:15 PM
From: rsi_boyRead Replies (1) | Respond to of 275872
 
what's the outlook on flash this quarter? this thread has been fairly preoccupied with the more visible CPU product line. but it was flash that sunk us last time there were Q1 results. Less now, but AMD still has a significant exposure to flash.



To: Rink who wrote (190009)3/16/2006 4:18:08 PM
From: PetzRespond to of 275872
 
Proberly a good reason, but that is semi equipment book to bill. The logic escapes me how lower production in the future is a bad thing for the semi producer stocks. The glass is half empty I guess.

Petz


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