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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (4155)8/9/2000 5:32:29 PM
From: Mani1Read Replies (1) | Respond to of 275872
 
Tony re <<Mani, is this enough>>

I think so.

Yesterday I said the order should not go over $3.2 Billion, they came in at $3.28, very nice!

On the negative side, the official estimates ran as high as $0.74 for EPS and $3.4 Billion for booking. The booking increase was only 11% sequentially.

I am not sure if AMAT can convince the street the cycle is not close to being over. We'll have to see.

Mani