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

To: dougSF30 who wrote (13733)10/13/2000 1:31:03 PM
From: Eric K.Read Replies (1) | Respond to of 275872
 
Do you ever get the feeling the market is trying to tell you something?

Symbol Last Trade Change Volume More Info
XLNX 1:11PM 70 7/8 +4 3/8 +6.58% 5,042,400
RMBS 1:11PM 61 15/16 +4 3/16 +7.25% 1,591,300
LLTC 1:10PM 64 1/8 +3 3/16 +5.23% 1,599,300
AMAT 1:11PM 53 7/16 +5 3/8 +11.18% 13,372,100
LSCC 1:10PM 25 9/32 +3 1/32 +13.62% 929,600
ALTR 1:11PM 31 5/16 +3 3/16 +11.33% 7,221,900
NVLS 1:11PM 40 1/16 +4 1/8 +11.48% 3,655,200
INTC 1:11PM 40 1/4 +3 1/8 +8.42% 54,695,100
MU 1:06PM 36 3/4 +1 3/16 +3.34% 7,895,800
KLAC 1:11PM 34 7/8 +3/16 +0.54% 5,982,100
NSM 1:06PM 35 5/8 +2 1/2 +7.55% 1,780,800
TER 1:06PM 35 +2 5/8 +8.11% 2,827,100
MOT 1:06PM 21 13/16 +1 5/8 +8.05% 19,822,600
LSI 1:06PM 28 13/16 +2 11/16+10.29% 2,635,000
ATML 1:11PM 13 1/16 +7/8 +7.18% 6,716,800
SSTI 1:11PM 22 7/8 +7/16 +1.95% 5,501,300
CSCO 1:11PM 53 1/4 +3 7/16 +6.90% 43,685,800
AMD 1:06PM 21 13/16 -3/4 -3.32% 7,830,000



To: dougSF30 who wrote (13733)10/13/2000 1:33:56 PM
From: f.simonsRead Replies (1) | Respond to of 275872
 
Would probably require a total Intel Q3 meltdown for that to occur, and even then, it would be a brief excursion.

I think Intel will be able to fudge the numbers enough to present a merely 'rocky' Q3, and the analysts will be all too happy to eat it up, except for the handful of honest ones out there. Their Q4 projections should be very interesting... recovering corporate sales would seem to be their only hope.

Doug-

How long would the excursion have to last for Jerry to get back in at, say, 18?

As for Intel's report next week, I will repeat that I am very, very afraid. I know that I will catch flak if it is bad, and I hope a few of you remember that I have said I have some serious fears.

OTOH, Intel got some of the bad news out in its revenue warning and hopefully have already paid the price for weakness there.

Regards,
Frank



To: dougSF30 who wrote (13733)10/13/2000 1:51:17 PM
From: Bob KimRead Replies (1) | Respond to of 275872
 
Re: ...and the analysts will be all too happy to eat it up, except for the handful of honest ones out there.

Doug,

Who makes up the group of honest ones?



To: dougSF30 who wrote (13733)10/13/2000 1:59:16 PM
From: TNHRespond to of 275872
 
"Would probably require a total Intel Q3 meltdown for that to occur, and even then, it would be a brief excursion."

What happen to AMD stock price if INTC met Q3 estimate but projects gloom & doom for Q4 & next year since they need to reduce prices to be competitive? Anyone care to speculate?

TNH


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