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 (120741)	7/23/2000 8:34:46 PM
From: tejek	Read Replies (1) of 1573020

Frank You can slice these numbers any way you want, but the fact remains that sequential revenue growth was tepid. Tepid only because it was coming off a very strong first quarter. I am not saying AMD did not have a good quarter. However, I do believe that a lot of you are underestimating the importance of slowed revenue growth. I don't believe the street perceives that revenue growth has slowed at AMD. Most analyses that I have seen have not commented on slowed revenue growth. Rather, the concerns raised are those I mentioned earlier.....a reemergent Intel and the semi cycle peaking. Even Intel's stock has floundered since earnings.....the SOX index is down and many semi's have gotten haircuts the past two weeks. Most attribute these recent events to the concerns raised by the sell side analyst at SSB a couple of weeks ago. Personally my concern is Willamette and its impact, and the national/world economy....in that order. ted

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