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Hi, falls der folgende Report mit strong buy für AMD von Chase H&Q schon gepostet wurde, bitte ich um Nachsicht. Bei den vielen Postings kann man schon die Übersicht verlieren. * Advanced Micro Devices (AMD) $90.25 - $16B mkt cap: Solid Quarter; 2-for-1 Stock Split; Reiterate Strong Buy Rating and $150 price target. -AMD reported revenue of $1.17B, up 7.2% q/q beating our top line estimate of $1.16B. Untaxed EPS for the quarter came in at $1.51, handily beating our untaxed EPS estimate of $1.15. At a 20% tax rate in the quarter the taxed EPS came in at $1.21. GMs were up 320 basis points q/q to 47.7% driven primarily by increased shipments of high density flash memory products and a continually improving MPU mix. -We believe the company continues to successfully execute in both the primary business segments - MPUs and Flash Memories. - The company`s commentary on its new Athlon products - Thunderbird and Spitfire - continues to be very positive in terms of both the ramp and their yields across the company`s Al and Cu processes. - The company`s flash customers are demanding up to 50% more flash output than they are currently getting per their respective contracts. In light of that FASL (the joint agreement between AMD and Fujitsu) continue to be in a mode of wanting to increase capacity as fast as they humanly can. The company now expects that for the next 2-3 years the bit growth in its flash biz will continue to grow over 100% y/y. - During the June quarter the company`s fab in Dresden contributed for the first time to MPU revenues for the company. We expect this fab to get to a 50% wafer starts capacity by this year end and then fully ramp to the 100% level in terms of wafer starts by end of 2001. Quelle: http://www.cnetinvestor.com/yahoonews/newsitem-yahoo.asp?SYM… Gute Nacht CO |
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| aus der Diskussion: | AMD - Auf dem Weg zum Börsenstar - Teil 39 |
| Autor (Datum des Eintrages): | contrary_opinion (21.07.00 02:14:21) |
| Beitrag: | 67 von 108 (ID:1370975) |
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