Monday, June 02, 2003 11:03:53 AM
I see people are getting worried about AMD's Q2, but I would like to point out that the Bank of AMerica analyst has a losy track record on AMD. AMD is going to see another decent gain in Flash revenues, and AMD's Microprocessor revenue will be flat to sligtly up due Opteron sales and more XP2800+ and higher chips being available to boost ASP's. All this talk about dollar weakness is meaningless because all major companies hedge on currencies to cover themselves in situations like this. I expect AMD Q2 revenue to be close to 750 million which will only be a .12 loss. Peope are getting themselves worked up for nothing.
Recent AMD News
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