Advanced Micro Devices Inc (AMD)

[HailMary]

Try the press release:
http://biz.yahoo.com/bw/041004/46257_1.html

SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 4, 2004--AMD (NYSE:AMD - News) today announced that net income for the third quarter ended September 26, 2004 is anticipated to increase from the $32 million reported in the second quarter of 2004 despite slightly lower sales.

Slightly lower sales in this sentence implies lower than Q2. It doesn't say lower than projected here. A paragraph later, Rivet does say lower than projected, but lower than projected can also mean lower than Q2.

I'll admit there is a small hole in this, but I think you are reading way too much into it. My guess is $1250M in total revenue, and $.15/share earnings, which to me would not be a disappointment.