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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (62908)6/23/1999 2:46:00 PM
From: L. Adam Latham   of 1581689
 
Kap:

Re: Bad Q2 is already factored into the stock.

Do you think this is true even if Kumar's prediction of a >($.80) Q2 loss is pre-announced at the CC? Concensus is only for a ($.40) loss. Earnings deltas of 100% (either + or -) will usually have a definite affect on stock price. I think that AMD has to make a very positive K7 announcement today to offset the earnings disappointment.

Adam
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