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

To: survivin who wrote (21862)	12/7/2000 5:36:02 PM
From: niceguy767	Respond to of 275872

survivin: Q3 GM's were 64%. Current guidance is 63% +/- 1%, which I don't think means +1%. Looks to me like eroding margins and declining CGains will account for a decline by close to $400 to $500 million in net income...Not too bad, considering they are up against that giant new force AMD!!! I doubt that writeoffs are included in the calculation of GM, but I'm guessing only. John Petzinger would know the answer. By the way, the market seems to be digesting the INTC news fairly well...As someone earlier commented, perhaps this marks the tech market capitulation...Now let's get heading back to a Nas of 5500!!!