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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST

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To: Petz who wrote (21849)12/7/2000 4:48:40 PM
From: niceguy767Read Replies (1) of 275872
 
John:

Looks like $65 million in margins off the bottom line or about $0.10 per share, and that's just scraping the surface...What's more is that INTC's Q1 and Q2 outlook becomes increasingly difficult as AMD loads up the 1 to 1.2 gig space, re-enters the mobile space and enters the server space...Going to be very, very interesting to see how AMD fares in Q4...

By the way, much of this might already be factored into INTC's price...all of it and more is certainly factored into AMD's price!!!
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