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


To: kash johal who wrote (30947)3/9/2001 12:17:19 AM
From: niceguy767Respond to of 275872
 
kash:

well, I almost made it out here...

"1. They are both gonna miss guidance IMHO.

2. Intel has the dual whammy of crushed portfolio prices which makes number impossible to make.

3. I think a NAZ of sub 2K is very likely.

4. And if recovery in 2H doesnt show up look for sub 1500 on NAZ.

Disagree with all but #2...will resume discussion in AM...