Advanced Micro Devices Inc (AMD)

[Maui]

sgold,

thanks for the notes.
Here are few more blurbs (paraphrasing, of course) I heard :
- Count on revenue of any significance through Opteron Sales only in 2004.
- FASL will add $20 mil in loss right now (will increase 200 in operating cost and generate 180m in revenue).
- Unit shipment down in Q2 and ASP down too (although slightly less).
- Expect modest, if any, processor revenue growth for years (Can someone confirm if I heard this right ? If true, they are really not counting 64-bit CPUs to help revenues growth for years.

Thnaks.
Maui.