Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (65122)	7/13/1999 5:22:00 PM
From: Charles R	Read Replies (3) of 1578699

Kap, <Good point. CG is starting to sound like Paul's impersonation of Sanders: Strong second half is just around the corner.> As a rule of thumb I wouldn't have agreed about your take on CG but this one time, I do. The IABG revenues are down over 14% and profits are down 22% from Q1. That requires a huge amount of positive spin. And the guidance for Q3 is "The company expects revenue for the third quarter of 1999 to be up slightly from second quarter revenue of $6.7 billion". That is bad. This puts all the goodies in Q4 - well someone is assuming AMD isn't going to deliver - I wish them luck. What beats me is that people are pushing up INTC on the Instinet! Chuck

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