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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 200.98+1.4%Dec 18 3:59 PM EST

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To: Monica Detwiler who wrote (78653)4/28/2002 4:01:25 PM
From: niceguy767Read Replies (3) of 275872
 
Monica:

"Looks like Thoroughbred may be the disappointment that the InteliTbubbies have been predicting all along:"

Just what was INTC's q2 guidance??? Did I hear right at $6.4 billion to $6.8 billion in revenues??? Does that mean that INTC's q2 revenues could come in under q1's despite INTC's phenomenal success in conversion to NW??? Even with the alleged "yield problems" and the "delayed T-bred", it looks like INTC might have dufficulty achieving $25 billion in FY02 revenues...Heck that's even less than last years' revenues, despite world class p4 yields...Even in FY98, INTC's revenues were $26.2 billion...Has INTC really been just treading water all this time??? How come???
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