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: Charles R who wrote (106628)	4/18/2000 5:17:00 PM
From: Jim McMannis	Read Replies (5) of 1574386

RE:"Look at the numbers - interest income and such, it is financial engineering at its finest. Look at the forecasts and look at the comments about "supply" being tight. And look at Gross Margins being 61% for the year (down from 63% now" They did the same thing last quarter and got away with it. Now they are closer to Willy. I think after an initial knee jerk reaction...the Intel love fest will continue. Tight supply is the key here. Again, after after any knee jerk reaction...the rest of tech looks good...any weakness is Intels alone. Good for AMD. 61% vs 63% margin. Every ones other brother on this thread expected a loss of margins because Floppers sweet spot is a lot lower than Athlons. (No kidding). I think Intel did darn good to make 61%. Again, the average Intel investor will say that it's well within the norm. Then again, we will all find out just how good Intel did vs expectations tomorrow when the real market opens. Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next