Advanced Micro Devices Inc (AMD)

[facsnotfiction]

edgarcayce
I think AMD could trade down due to typical summer trading patterns, but $6 should hold fairly strong support. The question on everyone's mind is what will Q2 numbers be. I expect revenues to be up modestly due to an increase in Flash revenue, and about 20 million in Opteron Revenue. Any business lost in China due to SARS is low end which will not amount to much in revenue, and will allow for an increase in average selling prices. I am kind of curious whether AMD will roll out an XP3400+ Barton. If they do it better be at 2.4GHZ or it will come under scrutiny. I think AMD could put out a 2.4G XP3400+ Barton, but if the first Athlon64's are supposed to top out at XP3400+, then AMD will not put out a higher speed Barton.