Replies to post #32210 on Advanced Micro Devices Inc (AMD)

[Grimes]

JackDye: you are singing to the choir, but it is a great tune.

[dougSF30]

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

[smooth2o]

Feel free to ridicule me sometime in July.
****
OK. Been around AMD long?

Smooth

[bobs10]

You've passed the initiation rite, you are now a fully indoctrinated AMD Bull, welcome to the club.

[HailMary]

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.