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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (65122)7/13/1999 5:22:00 PM
From: Charles R  Read Replies (3) | Respond to of 1578704
 
Kap,

<Good point. CG is starting to sound like Paul's impersonation of Sanders: Strong second half is just around the corner.>

As a rule of thumb I wouldn't have agreed about your take on CG but this one time, I do. The IABG revenues are down over **14%** and profits are down **22%** from Q1. That requires a huge amount of positive spin. And the guidance for Q3 is "The company expects revenue for the third quarter of 1999 to be up slightly from second quarter revenue of $6.7 billion". That is bad. This puts all the goodies in Q4 - well someone is assuming AMD isn't going to deliver - I wish them luck.

What beats me is that people are pushing up INTC on the Instinet!

Chuck




To: kapkan4u who wrote (65122)7/14/1999 12:51:00 AM
From: Process Boy  Respond to of 1578704
 
Kap - <Good point. CG is starting to sound like Paul's impersonation of Sanders: Strong second half is just around the corner.>

The difference is, last year they said this and it came to pass. It's called a track record.

PB



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