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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 208.85+2.8%10:29 AM EST

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To: niceguy767 who wrote (37222)7/5/2001 12:23:27 PM
From: niceguy767Read Replies (1) of 275872
 
Cory:

"Mighty big "if" statement tacked on to the above as there is just no way INTC avoids red ink in Q2 and perhaps for a succession of quarters after Q2...INTC just no longer has the product lineup that can demand premium pricing and P4 just may not fly at the expected heights!!! "

We'll have to wait and see, I guess...My primary concern is AMD which will come in at about 7 or more times Paul's top projection of $10 milllion! INTC's anybody's guess with their creative accountants...After stripping out all the creativity, I suspect they will be much closer to red than $700 million...
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