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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%Dec 19 3:59 PM EST
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To: SisterMaryElephant who wrote (148388)11/16/2001 12:30:11 AM
From: Tony Viola  Read Replies (1) of 186894
 
Steve,

>There is one problem with your scenario. There may not be any supply of high end XP's to sell (for whatever reason). According to anecdotal evidence from your very own AMD "sources", (not to mention Intel threaders),

If you can't find the AMDs, it's because they're sold out.
If you can't find the Intels, it's because there are production problems. What a crock. Too bad the AMD spin doctors can't rationalize their way into not losing money. Speaking of that, found this on the Motley Fool:

Author: SSchey Number: of 84187
Subject: Financial Alerts from MSN Money Date: 11/15/01 8:23 PM
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I just was this batch of Alerts from MSN Money. This is nothing new to most on this board, but I wonder how many people will see this and think the wheels are coming off for AMD.

11/14/01 Receivables up significantly more than sales.

11/14/01 Accounts payable up significantly more than sales.

11/14/01 Net profit margin down sharply.

11/14/01 Inventory turnover decreased significantly.

11/14/01 Quarterly return on assets down significantly.

11/14/01 Quarterly return on equity down significantly.

11/14/01 Quaterly revenue growth down from 5-year average.

11/14/01 Price-to-cash-flow ratio well below industry average.

leviticus.boards.fool.com
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