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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%Dec 26 3:59 PM EST

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To: Cirruslvr who wrote (46490)7/6/2001 11:16:28 PM
From: niceguy767Read Replies (1) of 275872
 
Cirruslvr:

"But this is a a microprocessor business. AMD is a publicly traded company and what matters in the end is the bottom line, how much profit the company makes. Some don't like this, but that's just the way it is. That's why Intel has become one of the most powerful companies in America, because they understand this."

I'll agree with the foregoing only if INTC stays out of the red in q2 and comes in close to $0.11...If INTC posts red in q2, it would indicate to me that that's no longer "just the way it is"...We've been awfully hard on AMD and probably with good reason given the late warning, but at the moment, comparative q2 financial benchmarks are not in place...Need to see INTC's q2 before getting too far out on a limb about AMD's q2 performance...Everything is relative and wouldn't it be the pits if AMD's q2 performance, once again outperforms the industry norm, INTC included...
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