Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: f.simons who wrote (120702)	7/23/2000 7:31:03 PM
From: tejek	Read Replies (1) of 1572940

<<This is not the problem with the stock price, IMO. Although it has been mentioned in passing a few times here, the real problem is: Q1 sales 1.09 billion. Q2 sales 1.17 billion. Not real impressive.>> Frank, I don't agree. With rev growth at 97% YOY, up from last quarter's 79% YOY, I thought this latest earning'port was excellent. The topper was Gross Margins, up to 47%, I think. Even D. Peck was blown away by that number. No, the AMD stock was under distribution well before earnings. Apparently, the sell side analyst at SSB is not the only analyst that thinks the semi cycle has peaked. That, combined with the fear that Intel is getting their act together, are the two issues holding back the AMD stock. Hopefully attitudes will change soon. ted

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