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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (120748)7/24/2000 8:16:51 AM
From: f.simons  Read Replies (2) of 1572969
 
>>Tepid only because it was coming off a very strong first quarter.<<

Ted-

That is exactly the point. One of the reasons for AMD's meteoric stock rise in the last year has been accelerating revenues. You didn't get that this time. The price already reflects the great past performance.
Actually, several analysts voiced concern about revenues, but admittedly did not emphasize them. In an otherewise good report, they may have been afraid of being accused of nitpicking, which may be what I am doing. But I don't think so.

Frank
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