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


To: BUGGI-WO who wrote (190719)3/24/2006 7:09:42 AM
From: niceguy767Respond to of 275872
 
"I will predict an
"demand-shock" Afterhour, if AMD will come in at 50C in Q1."


Couldn't agree more! Specically, a 20% to 30% overnite price hike, if AMD comes in at $0.50 in Q1!

INTC's recently revised guidance of $8.9B in Q1, a QoQ drop of $1.3B (12%) seems to have convinced many that AMD is, too, looking at a decline of similar percentage amount or $100M to $150M in revenues to the $1.1B to $1.2B range for Q1, judging by the significant haircut taken by AMD shares since INTC's downward guidance 3 weeks ago.

AMD, may, in fact, come in with an increase QoQ, as was the case last year, fueling that "demand-shock" afterhour you mention above.