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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 233.54-1.8%Nov 7 9:30 AM EST

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To: dougSF30 who wrote (217374)11/22/2006 3:13:25 AM
From: PetzRead Replies (1) of 275872
 
Mark Lipacis is ranked as having the 3rd most accurate estimates of all analysts (33 of them!) covering AMD - finance.yahoo.com
5 stars

What's your ranking?

But I don't care who the analyst is. Any economist will tell you that a company with high inventories in a high fixed-cost business (Intel) will have its future gross margins reduced as it liquidates its inventory, while a company with low inventories (AMD) will have its future gross margins increased as it rebuilds inventories to normal levels.

Petz
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