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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%3:59 PM EST

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To: niceguy767 who wrote (4348)8/10/2000 4:41:54 PM
From: Jim McMannisRead Replies (2) of 275872
 
NG,
RE:"I'm just not sure what Dell's earnings have to do with AMD...Hopefully, Dell comes to the inevitable realization that its future earning power can be greatly enhanced by signing up AMD..."

Whoah....

Dell beating estimates by .01 means that they have been selling tons of Intel PCs...This undoubtably will be seen as a negative for AMD. Tomorrow, Dell will be up 3 and AMD will be down 3...
Just like when Cicso beat estimates by .01...that was because they were getting AMD flash so cheap...
If it wasn't the truth it would be funny.

Jim
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