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Post# of 97595
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HailMary

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HailMary

Re: JackDye post# 32210

Monday, 04/19/2004 11:14:54 PM

Monday, April 19, 2004 11:14:54 PM

Post# of 97595
Earnings $90M
EPS 24 cents

Q2 is the toughest quarter in the CPU business.

In the conference call they said processors would be down due to Q2 being seasonally slow, but flash would be up. They believed these would balance out and result in a flat Q2. I doubt we'll see much more than $.15 in Q2. I would love to be wrong.

Q3 and Q4 are another story altogether. I expect all the things you mention will be recognized by then.

Count me in for back loaded $1.00/share this year, and at least $1.50/share next year. I think we'll see all time stock highs by the end of next year (05). I was mostly a trader in AMD, but now I'm a long term holder.

Welcome to the board.

HailMary

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