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

To: eracer who wrote (220363)	12/14/2006 9:41:47 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

Gosh. I don't like the -$500 million free cash flow guidance coupled with a 2nd position in servers. Also, integration related charges are quite a bit. I'll be out this am at a good time before the conference. Time to watch from the sidelines. AMD always offers an opportunity to get back in later :) TG

To: eracer who wrote (220363)	12/14/2006 9:42:55 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Eracer - ATI " Q4 06 Guidance (ATI incremental sales only $350-$400 million): iian.ibeam.com. " Because transition closed at 24.10. I imagine, this sale number is for the time from 24.10 till 31.12.2006. I don't know whether this is correct, but it would be reasonable. 24.10 would be a bit over 3 weeks in the quarter. So lets do 13 weeks for the Q and we have 3,5 weeks less, its a 3,5 vs. 9,5 number this Q. -> 3,5 / 13 = 27%. -> 27% of 100% Rev. is not booked. -> 9,5/13 = 63% = 350-400Mio. -> 100% ATI Q4 would be = 555-635Mio. BUGGI