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


To: EricRR who wrote (7546)9/5/2000 10:00:28 AM
From: andreas_wonischRead Replies (1) | Respond to of 275872
 
Eric, it's somewhat ironic: Kumar downgrades AMD. AMD goes up. Kumar downgrades INTC. AMD goes down. If he sees Intels margins under pressure due to delays with 1.1 GHz it's very obvious that AMD won't face these problems (we will instead profit of them). Weak demand is another story... (I don't think it's true, at least that's what I'm seeing when looking at semiconductor stocks earning projections for the next few quarters)

Andreas