Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.78

+0.4%

9:37 AM EST

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To: milo_morai who wrote (46074)	7/4/2001 10:51:34 AM
From: niceguy767	Read Replies (1) of 275872

milo: "NG and/or Thread. Been gone for a week. 800+ messages to sift through. Can I get a short list of highlights. One liners will do." 1. Paul says AMD max profit of $10 million for q2. NG estimates $75 million. Paul hasn't indicated that a q2 of $700 million in profit for INTC is out of line. NG thinks Paul is exceedingly optimisitic in his q2 INTC profit forecast. 2. Dell/AMD rumour resurfaced as Eric Ross speculates that Dell's 4.5 million recent highend laptop order includes orders for Athlon 4's. 3. Athlon 4 labelled a "home run" product by analyst at major firm. 4. Rumour that P3 is phasing out. 5. Apparently Tiny has dropped AMD product line. No rationale for decision has surfaced as yet! 6. No profit warning by AMD as intimated by Paul and his cronies. 7. Read fyodor's posts separately as too much content there for me to summarise concisely!

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