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


To: Proud_Infidel who wrote (122517)12/13/2000 10:43:57 AM
From: Joseph Pareti  Respond to of 186894
 
no end to the BS supply.

Again, do we want to believe Intel's guidance or Merril Flynch

"We are not too surprised by AMD's announcement, and do not expect the adjustment to numbers to impact the stock negatively at this point," analyst Joe Osha at Merrill Lynch commented in a research note. AMD stock slipped 6 cents to $17.25, after being as high as $18.19 in earlier trading.

"Given the fact that AMD's product lineup at the low end of the market is more competitive than Intel's, we expect to see market share gains in the first part of next year," Osha added. "Given the fact that AMD's product lineup at the low end of the market is more competitive than Intel's, we expect to see market share gains in the first part of next year."


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Updated:
12/13/2000 8:58:00 AM ET



The Merrill analyst lowered revenue estimates by $216 million to $1.2 billion. Additionally, Osha shifted his quarterly EPS outlook to 52 cents from 74 cents and left his 2001 numbers unchanged.



To: Proud_Infidel who wrote (122517)12/13/2000 10:49:59 AM
From: Joe NYC  Respond to of 186894
 
BK,

If you can please back this up with raw data.....say a chart of chip type bought versus education.

I didn't mean my this the number of years of school completed. I meant knowledge about computers. If you go to hardware enthusiast sites, and see what people are buying, it is very pro-AMD, a big turnaround since about a 1 1/2 year ago, when Intel owned the mindshare of this group.

But from the sales perspective, the "enthusiasts" are a minority.

Joe