Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.98

+1.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: niceguy767 who wrote (78658)	4/28/2002 4:14:08 PM
From: tcmay	Read Replies (1) of 275872

"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??? " How come??? Two words: Price war. That's the bad news. The good news is that Intel is winning this price war, remaining profitable, while AMD is losing this price war, continuing its long history of losing money. At this rate, Intel will accomplish the goal of pushing AMD out of business. --Tim May

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next