SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: niceguy767 who wrote (46723)7/9/2001 2:06:23 PM
From: maui_dudeRead Replies (1) | Respond to of 275872
 
Niceguy, Re : "there is no way, given the dropoff in AMD's margins in q2, that INTC's margins will decline by only 3 points."

don't forget that Intel had instituted severe internal cost-cutting (travel expenses, no/low raises etc) with a goal of about 300mil (not sure if it was per quarter or for the year). That should help their margin erosion somewhat.

Maui.



To: niceguy767 who wrote (46723)7/9/2001 3:16:28 PM
From: PetzRead Replies (1) | Respond to of 275872
 
Niceguy, I think they will pull a Capital Gains rabbit to get 0.09 eps, but the Street won't buy it and will dump the stock.

Petz



To: niceguy767 who wrote (46723)7/9/2001 4:27:02 PM
From: Jim McMannisRead Replies (2) | Respond to of 275872
 
RE:"As I've stated before, INTC'll have to pull a rabbit from a hat to avoid posting a negative surprise in q2, imo..."

Expect "major fudge" or "Milli vanilli"...


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News