Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.98

+1.4%

3:59 PM EST

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To: Pravin Kamdar who wrote (35626)	4/12/2001 7:34:40 PM
From: niceguy767	Read Replies (1) of 275872

Pravin: "Non-processor revenues for Q1 and orders for Q2 are absolutely horrible. Flash and wireline ICs are the worst with revenues down over 30% in Q1 q/q and minimal orders for Q2. We believe revenues are likely to be down another 10-20% q/q in Q2." I just don't see INTC dodging the bullet this time 'round...As I said earlier, 100 times Q1 earnings might be optimistic pricing for INTC given their future visibility...(i.e. AMD is a much stonger competitor this time round than AMD was in !996!!!)...just have to wait and see what unravels...(even INTC's PR department, without equal albeit, will be hard pressed to conjure up a future image with strength enough to mask what could well be abysmal Q1 earnings!!! (Remember what happened to NT on the last warnings go round...declined from mid $30's to $20 and subsequently to $13...I just don't see why that couldn't happen to INTC given the 180 degree turn in fortunes that they've experienced over the past year...after all, not much indicating any turnaround at INTC in the foreseeable future)...INTC will be hard pressed to come in even at $0.20, which for me implies, generously, a $20 price!!!

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