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


To: niceguy767 who wrote (39548)5/14/2001 10:36:44 AM
From: redbirdRead Replies (2) | Respond to of 275872
 
Thomas Weisel Partners says INTC will miss P4 numbers.

"We believe that Intel may miss its 2QFY01 (Jun.) guidance. Shortfall will likely result from a combination of lower unit shipments, high costs and severe price cuts on P4. Guidance for 2QCY01 revenue of $6.2-$6.8bn (we were previously modeling $6.5bn) may be in jeopardy, as may gross margin of 49% in our model."

AMD seems to be floating down with INTC. I still believe it will return.
Redbird



To: niceguy767 who wrote (39548)5/14/2001 10:44:32 AM
From: Pravin KamdarRead Replies (3) | Respond to of 275872
 
Niceguy,

Palomino is here...Palomino is a reality...

It is reality, but it's not here. I can no easier go out and touch one than I could before the launch.

Pravin.