Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Goutam who wrote (19052)	11/17/2000 1:11:15 PM
From: tejek	Read Replies (2) of 275872

Goutama, I haven't had time to read the mod thread this week so I am not sure if this has been posted but Edelstone's comments as reported in TSC pretty much affirm what you and Petz have said re Intel and its investment portfolio. And of course the mod thread heard it first...do you think Edelstone reads the thread? <g> ____________________________________________________________ Intel's Not-Quite Negative Growth I caught up the other day with Mark Edelstone, the Morgan Stanley Dean Witter analyst who forecasts Intel (INTC:Nasdaq - news - boards) will earn less next year than in 2000, on a per-share basis. (The rest of the Street still shows a 3% increase in 2001 earnings per share.) Edelstone points out that the situation isn't quite as dire as it appears because an extraordinary gain on the sale of shares of Micron (MU:NYSE - news - boards) in 2000 will make 2001 a "tough compare." The fact remains, says Edelstone, that Intel faces the risk of eroding gross margins during the year because of competition and a product transition.

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