Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (106611)	4/18/2000 4:53:00 PM
From: Pravin Kamdar	Read Replies (2) of 1574482

Intel revenues down from Q4 by ~180M say Q2 revenues will be flat with Q1, Q1 microprocessor shipments equal to Q4, tight supply in Q2. Yikes, Q2 margin flat to down from Q1. Intel is in deep doo-doo. Even their ape-like mouth piece was expecting revenue of 8.2 (not 8.02) billion and earnings of 74 cents. Intel has flat growth. They should have a PE of no greater than 20. A fair price would be $40 per share. With demand high and Intel supply constrained, AMD is going to have a glorious year. Jerry better increase wafer starts at Dresden to 1000 per week. I wonder if the analysts can add one and one together to see that this is great news for AMD. Pravin.

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