Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: f.simons who wrote (87181)	1/14/2000 12:24:00 PM
From: tejek	Read Replies (1) of 1576601

I continue to think, however, that a lot of the criticism of the report on this forum stems from the continued tendency of AMD people to see Intel for what AMD itself is, namely a producer of CPUs and minor peripheral products, including flash. So everyone wants to take out any non-CPU revenues and earnings..... Frank, as an investor I would not be too concerned re where the revs came from with the only exception being the stock investment program....stock specking is an inexact science as we all know, and revs can be very variable from quarter to quarter. My disappointment has been and continues to be the lethargic YOY growth of those revenues.....8% may be good for a General Mills or a Xerox but not for new tech. The Street is happy because Intel made its numbers and there does not have to be a selloff. For that I am grateful....my portfolio is up 5-10% this AM but if I owned Intel I would be watching closely those rev numbers going forward. Again congrats.....I see Intel is up 12 and change....do I hear ca-ching, ca-ching on the Intel thread? ;~) ted

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next