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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.56+0.2%Dec 9 3:59 PM EST

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To: Goutam who wrote (9530)9/21/2000 4:36:34 PM
From: andreas_wonisch of 275872
 
Goutama, Re: It's the beginning of reversal of credibility.

That's exactly what I am thinking -- I really like the news (although I feel sorry for the Intel shareholders). If you look at the Intel gross margins, they were under heavy pressure -- guess why: They lost high end sales to AMD and ASPs were falling because of that. They also sold $100 million more in shares than previously estimated, without that additional sales revenue would be even worse.

I really hope that AMD will also preannounce -- positive.

Andreas
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