Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dale_laroy who wrote (13965)	10/14/2000 8:54:18 PM
From: Charles R	Respond to of 275872

Dale, <If Intel's report is worse than expected, the Nasdaq will drop and AMD will take the brunt of it because they are into microprocessors. > Intel report is probably going to be in line with lowered expectations but the guidance is likely to stink. I think the risk is quite high that AMD may suffer collateral damage. Chuck

To: dale_laroy who wrote (13965)	10/14/2000 8:55:19 PM
From: hdl	Read Replies (1) \| Respond to of 275872

amd has a small market share. intel can do well or poorly and amd can still do well. if market for pc chips is poor, intel will do poorly, but amd may increase its small share and do well. if market for pc chips is good, amd may do well and intel may do well also

To: dale_laroy who wrote (13965)	10/15/2000 3:03:19 AM
From: Petz	Read Replies (1) \| Respond to of 275872

dale, I expect Intel's revenues to be at the bottom end of its 3-5% guidance. I predict 2.6%, which is still 3% rounded off. Please send a post to me with your prediction. Petz

To: dale_laroy who wrote (13965)	10/15/2000 11:05:26 AM
From: f.simons	Respond to of 275872

The only way AMD will escape the wrath of Intel's report is if it is right on target. And even this will not trigger a rebound. Dale- I think you are being a little cynical, which is understandable under recent circumstances. Unfortunately, being right on target is no better in most instances than missing on the downside. Being on target for Intel might be OK this time since the revenue "shortfall" has already been paid for (hopefully). I continue to hope that a good report will be good for both companies. Frank