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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: economaniack who wrote (159353)5/19/2005 3:24:44 PM
From: RuppertRead Replies (3) of 275872
 
AMD has never given mid quarter guidance, and during the Q1 conference call AMD pointed out that Q2 is back end loaded, so Intel's mid quarter guidance will be even more worthless than normal. Intel has a new boss, so there is a real possibility of a huge write off or other big explosion to hide market share losses. The market could collude with Intel, or drop Intel $3 in one day, flip a coin.
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