Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: milo_morai who wrote (83104)	6/20/2002 9:29:31 PM
From: niceguy767	Read Replies (2) of 275872

milo: "WTH is up on AH?" Not much...Prospects are glum for any summer rally in techs... By the way, looks like the markets don't think INTC's q2 numbers are going to be any better than AMD's, with both down about 30% since AMD's shocking announcement...I get a kick out of the anti-AMDer's in our midst who have concluded company specific problems to explain the 25% drop in q2 revenues at AMD...Let's see, a 25% drop in q2 INTC revenues takes INTC closer to $5 billion in revenues than $6 billion which means INTC red ink... Wonder what odds I'd get on betting INTC q2 rev's closer to $5 billion than $6 billion...Must be at least 10 to 1 given the touted world class INTC fabs, world class INTC yields and record unit output at INTC...Huge quarter in the works for INTC, I guess since they've obviously picked up the 25% from AMD...hehehe

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