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: jamok99 who wrote (46539)	7/8/2001 10:18:21 AM
From: niceguy767	Read Replies (1) of 275872

jamok99: A negative overall economic environment and indications of an onset of negative earnings trend for AMD are very real causes for concern, imo. AMD's warning was certainly off the negative end of my "estimate" scale as it was for others as well, judging by Friday's AMD price debacle. It is my experience that when surprises of this magnitude occur, it is some time before offsetting reversals come into play. Consequently I am out of AMD until "warmer" winds begin to blow. The only missing piece for me at the moment is the comparative q2 performance of INTC...but if $0.11, although good news for INTC and perhaps the tech indices, that could not be construed as good news for AMD as it would be indicative of INTC's having closed the gap in q2...but if INTC is also off hte negative "estimate" scale and comes in red, not good news for INTC or the techs, and probably not good for AMD although it would cast AMD more favourably in a relative sense. No matter what INTC's q2 looks like, it is unlikely to provide any boost for AMD... A scenario that perhaps needs to be revisited at this time, is the possibility of both AMD and INTC testing once again their yearly lows in q3. A negative surprise by INTC might accelerate the timing of occurrence of such a possible event.

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