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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (122180)12/11/2000 8:51:34 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Ten,

re: "OK, so compared to Q3, Q4 revenue will be flat, but income will be lower (0.50-0.60 EPS vs. 0.64 in Q3). This tells me that AMD's margins are falling."

A financial genius <g>! (sorry... couldn't resist)

It's surprising that Intel folks are not dumping all over AMD for their warning. Maybe some sense is coming to this thread (if not to the AMD threads), that both companies prosper or not together, depending on the marketplace. Competition is a secondary issue, in fact focusing on competition hurts both companies and the stockholders.

Hopefully there will be some realization of that fact by the management of Intel and AMD. Market share without profits is like (fill in the blank).

John



To: Tenchusatsu who wrote (122180)12/12/2000 12:32:33 AM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: revenue will be flat, but income will be lower (0.50-0.60 EPS vs. 0.64 in Q3)

Their tax rate is going up.

Dan



To: Tenchusatsu who wrote (122180)12/12/2000 2:24:56 AM
From: Dave  Respond to of 186894
 
Tenchusatsu,

This tells me that AMD's margins are falling.


Perhaps, but maybe there are more expenditures...

dave


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