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

To: Charles R who wrote (75212)10/12/1999 5:04:00 PM
From: tejek  Read Replies (1) | Respond to of 1574050
 
RE <<<I think the ASP erosion did them in. I was harping on this for a while but for some strange reason people discounted it.>>>

I had agreed with you. I just thought they had covered the nos. another way. They will pay for their not preannouncing twice in row.....I don't think there will be analysts upgrades tomorrow like Q2.

ted



To: Charles R who wrote (75212)10/12/1999 5:11:00 PM
From: Petz  Read Replies (2) | Respond to of 1574050
 
Charles re:<I think the ASP erosion did them in.> Someone on CNBC said they exceeded revenue predictions by 100M, so the fact that they missed earnings definitely implies ASP erosion.

BTW, I would even sell Qualcomm right now. This will bring on a very nasty NASDAQ correction.

Petz


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