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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: QwikSand who wrote (36370)10/11/2000 3:41:20 PM
From: chic_hearne  Read Replies (1) | Respond to of 64865
 
Yeah, their earnings should be interesting to say the least tonight. It depends which little pieces the talking heads pick out to talk about. They'll either paint a picture of doom and gloom and oversupply, or say they are killing Intel.

My gut feeling is that GTW will also show AMD favorably. It's up to the ANALysts to connect the dots and see that Intel is killing Dell and the ones that have buddied up with AMD are doing quite well.

(sitting on poots and calls)



To: QwikSand who wrote (36370)10/11/2000 3:49:22 PM
From: Steve Lee  Read Replies (1) | Respond to of 64865
 
when u say "comes back", do you mean back to single figures. Don't forget it has split so really it has to come back below 5 to be back in single figures. Joking aside, sell this one, it is a POS investment.

They only did well temporarily cos Intel could not produce enough product. Intel has a lot of capacity coming on line and can afford to make mistakes. If Intel is seeing weakening demand, they will cut prices to sell everything they make. There goes your AMD investment....