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


To: tejek who wrote (127351)11/6/2000 5:17:25 PM
From: Tony Viola  Read Replies (2) | Respond to of 1583374
 
Ted, >Its the revenues that are blowing me away.

Same here, plus the fact that they've had accelerating YOY quarterly revenue growth for 15 straight quarters.

Listening to CC here also. They are guiding GMs lower for the future, but they always do that. Chambers summed it up early by saying he is very optimistic for the business going forward. No negatives or even compromises yet. What do you think?

Do you own some CSCO? I do, 2nd to you know who. I think owners will have to be satisfied with the earnings catching up to the stock, so to speak, unless the market takes off again.

Tony



To: tejek who wrote (127351)11/6/2000 5:21:24 PM
From: Tony Viola  Read Replies (2) | Respond to of 1583374
 
Oops, Chambers just said there has been easing of supply constraint problems. Hope the Salomon Smith Barney types don't go nuts with that one.