Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: SteveC who wrote (106497)	4/18/2000 12:14:00 PM
From: Pravin Kamdar	Read Replies (5) of 1573737

Steve, I am very worried about Intel's results. I sold everything but my AMD this morning (made a nice $18 per share profit on NVDA over the weekend). I saw Donkeyhole Kumar on CNBC this morning talking about Intel's upcoming earnings (he looks like a little monkey!). Mark mentioned that it did not look like Intel had a very high growth rate. Kumar responded that, "it is a unit volume and margin expansion story; not a top line growth story." The little monkey looked very uncomfortable when he said that -- almost like he knew how stupid he sounded. Personally, I don't think investors care what kind of story it is if it does not lead to earnings growth! I've got a bad feeling about this one. And, of course it could pull the whole market down -- including AMD. But either way, we win. If Intel reports a bad quarter (or gives bad forward looking guidance), the market will tank, and we get to pick up some bargains for some nice short term trades. If Intel comes through with a great quarter, AMD moves up with the rest of the SOX. Pravin.

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