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


To: AK2004 who wrote (7047)8/30/2000 8:42:00 PM
From: DRBESRead Replies (3) | Respond to of 275872
 
GIVEN THAT THE PAST EARNINGS GUIDANCE HAS BEEN ON THE UNDERSTATED SIDE and given also that the inteL 1.13 giG fiasco can have nothing but several near term (earnings) and longer term (market penetration ie business sector) salutary (for AMD at least) impacts; I suspect that AMD has no choice but to issue more optimistic "guidance" relatively soon. Early to mid September is my guess. I have been looking for approximately $0.70/share for the current quarter. However, with no viable competition to force down its asp's, this may prove to be conservative...possibly very conservative.

Comments????

Patient Regards,

DARBES