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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 3:59 PM EST

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To: tejek who wrote (64680)11/30/2001 12:19:11 PM
From: AK2004Read Replies (1) of 275872
 
tejek
that is not clear since Niles started that his analysis is based on asp alone. We know that Intel delayed and reduced the price-cuts which should push prices up.
It is strange that Niles projected considerable increase in unit shipment and not only did not give much of a credit to that but recommended to unload intel after the news
I am a bit confused
Regards
-Albert
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