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

To: TechieGuy-alt who wrote (47349)	7/12/2001 6:58:48 PM
From: TimF	Read Replies (2) \| Respond to of 275872

Maybe they include the dumpster behind their fabs as part of the market too. Or they sell the parts that don't work correctly for a couple of bucks as keychains and consider that part of the market... Unlike Niceguy I don't think Intel lost money this quarter but I also don't think they will make 10cents EPS. It seems AMD had a small increase in market share and Intel chips prices have gone down a lot (yes so have AMDs) so unless unit growth has been strong this Q or Intel's cost cutting has worked wonders Intel's profits would have to be down. Thats about all the speculating on Intel's Q that I am going to do. They report soon and we will find out the real story (or as much of it as Intel will tell us) then. Tim