Advanced Micro Devices Inc (AMD)

[DARBES]

Almost everything seems to be in place for a very bright future for AMD. What is missing is any sense of certainty of earnings or even survival in the minds of investors and ANALysts. I would hope that the rude surprise that the price of the stock implies does not happen. The CPU price listings on PriceWatch (numbers of dealers and price slope between dealers) would seem to imply ASPs near $100 . The larger unknown is how many are being sold. Again, the PriceWatch listings would imply that sales are noticeably better than disappointing. A news story, some weeks ago, about Ruiz being interviewed in the Flash memory factory running at capacity also implies higher Flash revenues than for Q1 .

I guess revenues for Q2 of near $740 million without Opteron or Alchemy contributions. Assuming another $30 million or so I get near break even for the quarter.

Anyone else have any thoughts on this ?

Regards,

DARBES