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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: Gopher Broke who wrote (58894)10/17/2001 10:55:41 PM
From: peter_lucRead Replies (1) of 275872
 
Gopher Broke,

"But we are already seeing an improvement in ASP and we don't have the 1900+ yet. I think they are, rightly, considering the worst case here."

I think so, too. They are clearly making a worst case projection. There should be quite some room for a positive surprise.

But if the Anthrax debacle is going on and we are entering a really big war such a worst case scenario may indeed come true.

Peter
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