Will post all updates/commentary throughout the day on this first post.

THE BOMB HAS LANDED - MASSIVE LOSSES

http://www.thestreet.com/_yahoo/newsanalysis/techsemis/10351596.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA



Good article here before earnings... talks about the range of Gross Margin predictions from analysts (personally, I think 30-35% sounds about right...)

http://www.thestreet.com/_yahoo/newsanalysis/techfocus/10351275.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

Update - 1pm
Analyst Upgrade to buy, with a $19 target. Also keep in mind, the same firm just upgraded Intel as well.

http://www.marketwatch.com/News/Story/Story.aspx?guid=%7bAE05963D-F63F-4347-BF50-F042693C5BF5%7d&siteid=yhoo&dist=yhoo

I would suggest AMD to lose $350-$400M this quarter.

At least 400M.

I wouldn't want to have stock, today. I'd be biting my finger-nails, to the core. Could be a bumpy ride today. :?

Frankly, I'm less concerned about the "losses"... more concerned about the cash position and burn rate.

Show me the money AMD ....
and cpu's and gpu's and a profit and lots of sales that all i ask.

Baron will definitely not like that pic 8O

Whatever losses AMD posts for Q1 be prepared to double them for Q2.

I will be more concerned with the inventory level.

I will be more concerned with the inventory level.

goes hand and hand... agreed.

See there is their problem... Investing in Zeppelins when they are short of cash. Foolish, I say, foolish!

I will be more concerned with the inventory level.

I would side with Twisted_Sister cash is the key at the moment. While operating at a loss the on hand cash and burn rate tell us when BK hits high or low inventory comes into figuring the burn rate.

Baron will definitely not like that pic 8O

Whatever losses AMD posts for Q1 be prepared to double them for Q2.


But you deserve no respect. See your sig.

And neither do you. See any of your posts.

However, today, you are about to see real bleeding from the financial perspective.

From The Brood, none is expected. And wouldn't be appreciated. Now in the real world that none of you seem able to handle, I get plenty.

I said that this would happen if AMD kept dropping prices, remember? I also said Intel was maintaining an artificial high on a lot of their products.

And neither do you. See any of your posts.

However, today, you are about to see real bleeding from the financial perspective.

From The Brood, none is expected. And wouldn't be appreciated. Now in the real world that none of you seem able to handle, I get plenty.

I said that this would happen if AMD kept dropping prices, remember? I also said Intel was maintaining an artificial high on a lot of their products.Don't break your arm, trying to pat yourself on the back.

If AMD keeps dropping prices then the "average joe" (Me) will be able to buy some of their stock. I imagine that the stock prices will eventually go back up, they have gone on a roller coaster ride for a long time.

Plus for everyone that thinks AMD needs to crash; just think at how much Intel can jack up their prices and reduce inovation. 8O Intel would = Micro$oft 8O

No matter how much anyone hates AMD; it has to be there and thriving to give us (the consumer) the best benifit from Intel or AMD.

Baron will definitely not like that pic 8O

Whatever losses AMD posts for Q1 be prepared to double them for Q2.

Why wouldn't I like that picture? It's a picture of a Quad FX system, right?

AMD on a spike .... $14.22
go baby go

Well, so far AMD is up .25 and Intel is down a dime. I love how AMD makes gains on bad news and Intel gets killed even on good news.

You must know some pretty dumb people.

You also said Intel would be damaged by the price war. I guess 1/2 isn't bad...

In baseball, you'd be awesome!

In wafer fabrication yields, you'd be AMD. I kid, I kid!

Well, so far AMD is up .25 and Intel is down a dime. I love how AMD makes gains on bad news and Intel gets killed even on good news.The day isn't over yet.

Well, so far AMD is up .25 and Intel is down a dime. I love how AMD makes gains on bad news and Intel gets killed even on good news.The day isn't over yet.

Considering the release will be after the markets close... I'd be more concerned about tomorrow