Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.14

-4.1%

Nov 25 3:59 PM EST

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To: Joe NYC who wrote (17288)	11/2/2000 3:20:05 AM
From: Goutam	Read Replies (1) of 275872

Joe, re: < Peck on Intel's 10% expected growth in microprocessors: > Was Intel's guidance of 10% IAG revenues growth for YOY? I can pretty much deduce that Barrett's guidance of high teens sales growth was YOY guidance. If true, I believe Intel is trying to lower the expectations for the next year to a very low growth numbers. One of the main reasons for the low sales growth guidance I believe is that their investment gains party is coming to an end a lot sooner than they anticipated (they must have anticipated a constant stream of $700 Millions to $800 Millions well into the year 2002). Now, they may have to find additional source of revenues to counter the decrease of investment gains of about $750 Millions/quarter starting from Q3'01. goutama

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