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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: Joe NYC who wrote (1842)7/21/2000 5:36:45 PM
From: kash johalRead Replies (1) of 275872
 
Jozef:

I have a slightly different interpretation:
1) (minor) Gateway resuming 1GHz Tbirds is good.
check

non event

2) (moderate) CPI # tomorrow better be in line.
oops

worrying

3) (moderate to major) If INTC exceeds and gives positive guidance about demand, Wednesday could be real nice.
check

Intels numbers blew nobody away - stock traded lower after earnings

3)a) MSFT #s okay.
check

Nope ---- top line sucked - stock got whacked

4) (major) AMD earnings Wednesday.
medium rare

earnings were great but confused

5) (major) AMD CC guidance Wednesday.

good

again confused --- infrastructure still F..... up
no business sku's
no release date of 760 chipset
no durons in oems
no smp



6) (moderate) Stock split declared at earnings?
check

7) (moderate) Greenspan testimony Thursday.
non-event?

8) (moderate? major?) Options expiry Friday.
ouch

9) (moderate?) News out of the AMD platform conference tomorrow and Wednesday.
one bit from Register today, waiting for more...

Again zippo news -- about as bad marketing as u can get IMHO

regards,

Kash
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