Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

+1.6%

Jan 22 3:59 PM EST

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To: herb will who wrote (48930)	7/25/2001 11:29:50 AM
From: Petz	Read Replies (2) of 275872

herb, LOL, "Certainly Jerry knew in April that Q2 was in the dumper. Why was he so quiet?" The vast majority of tech companies warned in May and June. Did they all know the same thing in April? Many more tech companies didn't even bother warning. Jerry was bitten by his eternal optimism to think that he could pull a rabbit out of the hat at the end of Q2, otherwise he would have warned a week earlier. Maybe AMD would be trading at 20 instead of "16 and change" if he had warned. Very poor choice IMO. But, to claim a conspiracy here, you have to claim the same thing for 100's of other tech companies, the majority of which did 10% worse, not 4% worse, compared to their May guidance. Intel, in the same situation had more rabbits. That's the only difference. The rabbit they pulled out their hat to make it appear that they weren't losing market share is called X-Box. Now we are in the situation where AMD has 2.5% of the market cap of Intel and 33% of the market share of Intel (for microprocessors). And if would value AMD's 25% "other" business (flash) at lot higher than Intel's mega-billion loser "other" businesses. Petz

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