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

To: Joe NYC who wrote (125698)	10/10/2000 4:39:33 PM
From: tejek	Respond to of 1570744

YHOO's revenues were good at $295 mil....at high end of the range of estimates....remaining numbers are considered good. LU's warning is killing the fiber stocks.

To: Joe NYC who wrote (125698)	10/10/2000 5:10:57 PM
From: tejek	Read Replies (1) \| Respond to of 1570744

Look at the bright side: AMD is up. And tomorrow will bring us the answer to the question if AMD's fall of over 50% from the high was justified. Joe, I am concerned wrt AMD's Q4; I am concerned that the channel has not seen the normal seasonal pickup yet for PC chips. I am worried that Q4 chip sales were pulled into Q3 because of the over ordering done by the OEMs, fearful of an Intel chip shortfall. That and the fear of a slowdown in PC sales is what AMD's CC has to overcome. ted