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Re: sgolds post# 22506

Friday, 01/09/2004 12:25:56 PM

Friday, January 09, 2004 12:25:56 PM

Post# of 97554
sgolds
looks like action has been taken so hopefully the board will be less cluttered with garbage or nonsense. I should have contacted Matt sooner. Back on topic, I wonder why AMD is announcing on Jan 20, while Intel is announcing on Jan 14. Usually AMD is just a day later. I wonder if they are holding off to see how orders/demand is in early Q1, so they can say whether they expect to turn a profit again in Q104. This is assuming they show a profit for Q403. I believe is safe to say this since AMD always warns within the first week of the new quarter if they will miss, and that time has passed. My guess is that AMD will make somewhere between .08 and .13, which is a downward revision from a few months ago when I expected .10 to .15, but is still above the consensus of .03. If AMD gives guidance for profits in the coming quarters the stock should be able to get past $20. But until Jan 20 we must wait. happy trading.
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