Advanced Micro Devices Inc (AMD)

[facsnotfiction]

belgiangenius I don't expect AMD to miss
Some of the analyst community is pushing Intel but they have been wrong many times before. All this talk about AMD going to miss is really pretty funny and based on less than hersay. The truth is AMD is going to have at least 10% more revenue from flash this qaurter than last thanks to the new business from those who would take the Intel price hike and growing demand. As far as microprocessors go, the information I have seen posted shows nothing in so far as AMD having problems selling microprocessors. people talk about the SARS affect in CHina, but AMD only sells low end chips into that market because per capita in China is under $3000. Others site lower list prices for the desktop chips. The problem with that theory is anyone who really knows realizes that it's better to sell 20,000 chips at $400 than less than a 1,000 at $500-$600. That is the reality of it because AMD is producing more XP2800+ and higher chips now than they were in Q1(better binsplits). Also the $50 rebates AMD was giving on every chip has disappeared in Q2 so I have just given a few reasons as to why ASP's are not going to drop. I figure Opteron will add somewhere between 10 and 20 million in Q2 which will also help microprocessor revenue. SO all this talk of "The sky is falling" for AMD are unsubstantiated rumors.