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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.65+0.3%Dec 29 3:59 PM EST

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To: Chung Lee who wrote (34995)4/5/2001 1:43:41 PM
From: niceguy767Read Replies (1) of 275872
 
Chung Lee:

Joe just thinks, it seems, because INTC is underperforming, product wise, at the moment that AMD must be as well...

As I mentioned in an earlier post today, the next 2 weeks should be replete with PR stuff about INTC's potential for blow away performance and earnings 12 to 18 months from now (i.e AMD by inference doesn't stand a chance)...all to mask the current financial pain being experienced at INTC owing in no small part to AMD's widening gap in current product price/performance (something that isn't likely to be altered negatively 12 to 18 months out)...What I'm saying is that much PR posturing is occurring now in attempt to neutralize comaparative INTC/AMD Q1 financials which, undoubtedly, will show the 2 companies trending in opposite directions...
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