InvestorsHub Logo
Followers 0
Posts 2924
Boards Moderated 0
Alias Born 04/26/2003

Re: JackDye post# 32210

Monday, 04/19/2004 9:49:09 PM

Monday, April 19, 2004 9:49:09 PM

Post# of 97755
Jack, interesting analysis. One thing that might temper some of the gains: The "mix" between CPG and Flash is guided to head towards flash: slightly lower CPG revs, slightly higher Flash revs. And CPG margins are significantly better than Flash, right? Still, I guess the change (-2% CPG, +2% Flash) isn't going to have a large effect.

Well, if margins really improve by another 2%, I guess the analysts will have their estimates blown away again... to which I certainly wouldn't object.

Doug
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent AMD News