Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: niceguy767 who wrote (39548)	5/14/2001 10:36:44 AM
From: redbird	Read Replies (2) of 275872

Thomas Weisel Partners says INTC will miss P4 numbers. "We believe that Intel may miss its 2QFY01 (Jun.) guidance. Shortfall will likely result from a combination of lower unit shipments, high costs and severe price cuts on P4. Guidance for 2QCY01 revenue of $6.2-$6.8bn (we were previously modeling $6.5bn) may be in jeopardy, as may gross margin of 49% in our model." AMD seems to be floating down with INTC. I still believe it will return. Redbird

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