Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (92948)	2/14/2000 1:14:00 AM
From: Aaron Cooperband	Read Replies (2) of 1574674

Tejek - Re: "its always good to hear all the possible viewpoints in any argument." Can you explain why AMD announced a positive revenue adjustment without at the same time announcing a corresponding earnings adjustment? Re: "my current viewpoint is that Intel has yet to extricate itself from the series of snafus it set off about a year ago and that it may take Intel much longer than any Intel long would ever want" I am an INTC long, and I agree. Re: "Makes you wonder how Intel will make consensus estimates this quarter." I believe that the consensus takes this into account already. Witness the positive earnings surprise at year end. Aaron

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