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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: andreas_wonisch who wrote (48048)7/17/2001 5:03:48 PM
From: Joe NYCRead Replies (1) of 275872
 
Andreas,

Looks like no major negative surprise from Intel, from the binary information provided, processor shipments up, ASP down, guidance for Q3 has a range from 1.5% down to 8% up. We will see about the CC, but I think the market reaction should be from neutral to positive.

Joe
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