Replies to post #4140 on Advanced Micro Devices Inc (AMD)

[greg s]

re: But they have declared that they are done borrowing for a while,

My point is that I don't think they are, but I really hope I am wrong.

[greg s]

edit: duplicate. Sorry, I double clutched the submit button. But as long as i have edit time left, I think I will bid you folks adieu for a while. The sensitivity on this board, coupled with the veiled innuendo is a bit much. Good luck to you all.

[kpf]

economaniac: Good to see you posting again.

As for Moody's statement from yesterday, what they write about 65nm for the end of this year makes clear to everybody in the industry the statement is obviously published in a hurry - and written by someone who does not have any grip at all of AMDs current business. Dont know how many stock-people realize that, but these guys often have an instinct what is going on without sound knowledge of operational details.
Q2 already CF-positive seems very optimistic in my model, but not completely impossible. (EBITDA-positive for current quarter should be feasable though). If AMD bleeds a lil bit more I see no reason for lower stockprice as long as the CF-trend is intact.
As for Q3 and forward, we will have consolidated figures including FASL, adding some positive impact on the balance sheet if Flash-business continues to improve, which is highly probable due to increasing volume coming from Austin-ramping capacities. K.