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


To: f.simons who wrote (47334)7/12/2001 6:46:11 PM
From: niceguy767Respond to of 275872
 
Frank:

"Are you predicting that Intel is going to lose .10 per share? Do you have the same confidence in this prediction as you had on AMD's numbers?"

Let me put it this way: I'll be as surprised by an INTC $0.10 q2 as I was by an AMD $0.05...With the price war that has taken place in q2 and with AMD's market share gain in q2, I'm certainly not banking on flat sequential profit performance by INTC. Just as AMD came in $0.20 below estimates, so too could INTC easily come in $0.20 below street estimates, imo!