SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: kash johal who wrote (106700)4/18/2000 8:34:00 PM
From: Y. Samuel Arai  Respond to of 1574680
 
Kash: re:WOW the opportunity for AMD gets better and better.

Could a response from Dell be very far behind?



To: kash johal who wrote (106700)4/18/2000 9:08:00 PM
From: 5dave22  Read Replies (3) | Respond to of 1574680
 
Kash - I love this squirming by the analysts! Saw it three months ago with INTC and with DELL!

``I am very bullish about the second half of the year and I think that is the story here,' said Mark Edelstone, a Morgan Stanley Dean Witter analyst who had previously raised his rating on Intel to a strong buy on Tuesday. ``You have to look at the revenues and the gross margin side of the equation. I'm very happy to see gross margins as strong as they were.'

WHAT A BUNCH OF BULLSH*T! "CYA" - Cover Your Ass! Or "Get my clients out while there is still time! or "Hope Intel can clean up their act or I'm out of a job - maybe this will buy me some time".

You (we) always think that one more quarter of this AMD/INTC saga will show people what is going on. But it just never F***ing happens!

Dave