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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (106656)4/18/2000 6:42:00 PM
From: Pravin Kamdar  Read Replies (2) of 1574852
 
Kap,

I just finished listening to the Intel CC. Hardly a love fest! There was a very somber tone -- not one "congratulations" or "great quarter". Drew Peck out right accussed them of using equity sales to manage earnings. Tad Lafontain questions how a company with 20 billion in cash could have managed the company to only a 3 percent year over year growth. Expect down grades from both Tad and Drew tomorrow. Also, no questions from Dan Niles.

I wonder if we will see any AMD upgrades on this report.

Pravin.
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