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burn2learn

07/13/05 1:52 PM

#59300 RE: chipdesigner #59298


Joey, as usual, you are uninformed. "Most everyone" is expecting a Q4/Q1 timeframe after Hector's comments to a German paper last month


that's what may create a risk and downside if it does not happen. The market forces seem to dictate IPO timing more so than AMD desire. From what I've read from analyst they expect info today...the Q&A time should be informative...if not I see problems.
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Joey Smith

07/13/05 1:56 PM

#59301 RE: chipdesigner #59298

Chipdesigner, do you have a reading comprehensive problem? I referenced the part where some analysts believe that the deal might be on hold indefinitely, i.e. no specific timeframe. In other words, there is a risk it can be done a lot later than early next year. Understand??
Joey
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imho

07/13/05 2:49 PM

#59307 RE: chipdesigner #59298

Chipdesigner,

Yeah like these adjectives coming from Hector from January, 2005 CC, will make everyone line up to piss their money away:

http://epscontest.com/transcripts/04q4_amd.htm

but frankly a freaking dismal quarter in flash.

In our flash business we had an awful quarter

we lost $39 million which I hate, it makes me puke

But that is old news, what you are looking for in AMD is its future, right? And the person you entrust AMD's future is Hector, right? Well, check this nugget out from January of 2005 CC,

Yet overall we begin the new year in flash in much better shape than a year ago.

Really??? Let's see, January 2004 began worse than this year, but the 2004 first quarter saw profits from AMD flash. January 2005 begins better than the previous year (right Hector?) but 2005 first quarter saw losses from AMD flash. Hmmmmmm?????

Hector bends the truth to his own people, you think a judge or jury is going to believe anything this guy says?

IMHO