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


To: milo_morai who wrote (46074)7/4/2001 10:51:34 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
milo:

"NG and/or Thread. Been gone for a week. 800+ messages to sift through.
Can I get a short list of highlights. One liners will do."

1. Paul says AMD max profit of $10 million for q2. NG estimates $75 million. Paul hasn't indicated that a q2 of $700 million in profit for INTC is out of line. NG thinks Paul is exceedingly optimisitic in his q2 INTC profit forecast.

2. Dell/AMD rumour resurfaced as Eric Ross speculates that Dell's 4.5 million recent highend laptop order includes orders for Athlon 4's.

3. Athlon 4 labelled a "home run" product by analyst at major firm.

4. Rumour that P3 is phasing out.

5. Apparently Tiny has dropped AMD product line. No rationale for decision has surfaced as yet!

6. No profit warning by AMD as intimated by Paul and his cronies.

7. Read fyodor's posts separately as too much content there for me to summarise concisely!



To: milo_morai who wrote (46074)7/5/2001 11:43:41 AM
From: Cory GaultRead Replies (1) | Respond to of 275872
 
"NG and/or Thread. Been gone for a week. 800+ messages to sift through.
Can I get a short list of highlights. One liners will do."

NG is predicting a loss for INTC in q2 and a strong q2 for AMD. That is an update based on the last 800 messages.

CG