Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: Goutam who wrote (15254)	10/20/2000 1:38:59 PM
From: Tony Viola	Read Replies (1) of 275872

Goutama, if orders were on the thin side at Intel, why would Otellini have stressed current fabs on line and new ones coming on in this week's conference call: six in full production at 0.18 now, another coming on line this quarter and still another in Q1-2000? Seems like he'd come up looking foolish if they were to fall short. Also, Bryant flat out said he wanted to be on the conservative side this time with forward looking comments. Add that to Intel's usually (except in the Q2 CC) conservative guidance, and I personally feel good about Q4. As for the advertising, Christmas is coming, makin' a list, checkin' it twice... Tony

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