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


To: EricRR who wrote (21980)12/8/2000 1:09:15 PM
From: PetzRespond to of 275872
 
I am pleasantly surprised on how AMD is up more than Intel after Intel warned. Is it possible that a few big buck investors figured out the following?
1. Intel CPU sales are down from Q3, probably in both units and ASP
2. Computer sales, while much weaker than normal Q3 to Q4 are still slightly positive (someplace bewteen +1% and +6%).
3. Ergo, AMD CPU sales are up

Petz