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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.50+6.2%Dec 19 3:59 PM EST
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To: TimF who wrote (47355)7/12/2001 7:06:47 PM
From: niceguy767Read Replies (2) of 275872
 
twfowler:

As best I can ascertain, AMD's ASP's fell by $10 in q2..I'd have to think that INTC's would fall by $20 which translates into about $500 million off the bottom line which in turn wipes out most of the $0.11 of last quarter...Throw in additional weakness in non-processor business and decline in market share...and yes, I do think there is a very real possibility of INTC red in q2...unles they realize more capital gains in q2 than I think are available to them!
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