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


To: combjelly who wrote (46586)7/8/2001 12:01:57 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
combjelly:

"Better sell now, then. I think it is unlikely that Intel sold 25 million PC-class (you know, minus StrongArm, the few XScale and the embedded processors) in Q2. 18-20 million (or less) is not an inconceivable number for Intel in Q2 "

I'm out...kapkan4u's overall perspective seems much more realistic to me now, than it did before AMD warned...not for any other reason than my perception that if AMD, an outperformer, can have financial performance slip so badly in q2, it might just be horrendous for others, including INTC...kash's short position in INTC might just pay hugely over the next 2 to 3 weeks.