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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.94-0.1%3:59 PM EST

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To: Tenchusatsu who wrote (10616)9/28/2000 6:34:24 PM
From: GoutamRead Replies (1) of 275872
 
Tenchusastu,

re: < It confirms fears that there is a general slowdown in the PC market. >

Yes, if you can conveniently ignore the recent reassurances from Dell, Compaq, HP, etc., after Intel's warning.

< Of course, if AMD meets expectations, they'll come off smelling like a rose. >

This is the first thought that came to my mind after hearing the Apples' warning. But, unfortunately we wouldn't know until the earnings release leaving the stock vulnerable to a further beating.

IMHO, with Intel and Apple warnings, analysts would keep AMD from gaining any respect by magnifying any minor weaknesses that may show up in AMD's Q3 results - especially the road kill, and the Tantalum guys.

goutama
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