AMD erwartet Rekordumsatz - 500 Beiträge pro Seite | Diskussion im Forum

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Advance Micro Devices(AMD) erwartet für das 1.Quartal 2000 einen Rekordumsatz von über 1 Mrd.$. Alle Geschäftsbereiche weisen ein starkes Wachstum aus, so Vorstandsvorsitzender W.J. Sanders. Besonders die Verkaufszahlen der Athlon-Prozessoren haben mit 1,2 Mio. Stück die Erwartungen übertroffen, aber auch der Flash-Memory Bereich konnte stark zulegen. Analysten gehen nun von einem Gewinn von 0,48$/Aktie für das 1.Quartal aus.

Aktuell liegt der Preis für einen Anteilsschein bei 61$ und konnte sich damit vom Abwärtstredn der Technologieaktien deutlich abkoppeln.

[Kostolany4]

Neueste Meldung auf n-tv: AMD von Analystenhaus aufgestuft mit Kursziel
120 ! (15.30). Name des Analysten habe ich leider nicht mitgekriegt.

Und diese Meldung habe ich vom Yahoo-Board:

AMD sees 1Q sales topping $1 billion

By Larry Dignan ZDII


Advanced Micro Devices (NYSE: AMD) said
Wednesday that its first quarter sales will top $1 billion.
AMD is trading at a 52-week high.

In a statement, AMD said it had strong sales growth
from all its product groups.



The company, which reports results April 12, said
revenue will be about $1.06 billion, 10 percent higher
than the fourth quarter sales tally. First Call consensus
predicts a profit of 48 cents a share for AMD.

On its fourth quarter conference call, officials predicted
that first quarter sales would be down to flat in the first
quarter. In the fourth quarter, AMD reported sales of
$969 million.

AMD added that both flash memory and PC
processors, including the Athlon processor, hit new
records in units and sales. CEO W.J. Sanders III said
the company has hit its goal of selling at least 1.2
million AMD Athlon processors during the quarter.

"We believe we continued to gain unit share worldwide
last quarter in the PC processor segment,`` said
Sanders, in a statement. Sanders also said AMD has
20 percent market share in Japan.

AMD has been one of the tech sector`s great
turnaround stories. AMD, which battles Intel Corp.
(Nasdaq: INTC), couldn`t buy a "buy" rating a year ago,
but now has 14 analysts rating the stock a "buy." Nine
analysts still rate the company a "hold."

In the fourth quarter, AMD crushed estimates with a
profit of 43 cents a share. Wall Street was only
expecting a slight profit.

Although AMD still has its skeptics, Wednesday`s
preannouncement should bring a few more analysts
onto the bandwagon.

Sanders bet the company on the Athlon chip and it
worked. AMD and Intel have been duking it out as they
ramp up chip speeds and introduce new products. In
fact, AMD beat Intel in the 1GHz processor race.

AMD is also cooking up a new chip called Spitfire that
will boost performance for low-cost PCs.

Intel countered with a Celeron makeover.

But the AMD and Intel battle has become more
interesting due to the success of the Athlon, which
competes in the high-end of the market. With Athlon
boosting margins, AMD can now take on Intel in the low
end.

Although its battle with Intel gets the publicity, AMD
has a thriving flash memory business. Flash memory is
used in communications devices, digital displays and
other equipment. On the flash memory side of the
business, AMD competes with Atmel (Nasdaq: ATML).
Other competitors for AMD include Motorola (NYSE:
MOT) and National Semiconductor (NYSE: NSM).


AMD erfüllt nun unsere sämtlichen Erwartungen, wobei die Analysten-
schätzungen mit 0,48 m.E. sehr zurückhaltend ausgefallen sind. Ich
gehe von mindestens 0,59 aus.
Grüße
Kostolany4

[innsbruck]

Hi Kosto4

Der N-TV Analyst war Förtsch, den Tip hatte er von Verona Feldbusch bekommen, die sämtliche ihrer Blattspinat-Aktien gegen AMD getauscht hat. Feldbusch dachte, es handle sich um eine "Anti Modern Dalking" Plattform. Förtsch scheint ihre Angaben nicht überprüft zu haben.

nachzulesen unter http://www.short.intel.com

Grüße IBK