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Technology Stocks : Intel Corporation (INTC)
INTC 46.96-2.8%Jan 16 9:30 AM EST

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To: Eric K. who wrote (171412)10/2/2002 5:45:48 PM
From: Yousef  Read Replies (1) of 186894
 
Eric,

Re: "It probably means ~($300M) for the quarter's earnings number, with the cash flow
situation being similar ... all the more critical that they hit on all cylinders when
Hammer finally launches."

Eric, AMD can't wait that long ... Hammer is about 3-6 months away from AMD's
bottom line impact. By that time, they will have continued to lose
significant market share. "Red ink" for most of next year ... me thinks.

Make It So,
Yousef
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