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


To: THE WATSONYOUTH who wrote (47397)7/12/2001 11:18:02 PM
From: Jim McMannisRespond to of 275872
 
RE:"I can't believe the analysts don't press for more details."

A couple of bad quarters and they will...or appear to, publicly...



To: THE WATSONYOUTH who wrote (47397)7/13/2001 1:38:38 AM
From: Paul EngelRespond to of 275872
 
Re: "Give me a break. When has Intel ever given #s shipped?? No clear picture from those clowns. Just more obfuscation. I can't believe the analysts don't press for more details. "

Why should Intel do all the work for the analysts?

Aren' the analysts paid exorbitant salaries to ANALYZE Intel's business - and NOT regurgitate what Intel tells them?



To: THE WATSONYOUTH who wrote (47397)7/13/2001 7:03:27 AM
From: Road WalkerRespond to of 275872
 
TWY,

re: Give me a break. When has Intel ever given #s shipped?? No clear picture from those clowns. Just more obfuscation. I can't believe the analysts don't press for more details.

So I guess we'll just take Mr. Sanders guess as fact? I have more confidence in the McMannis guesses.

John



To: THE WATSONYOUTH who wrote (47397)7/13/2001 2:02:20 PM
From: kapkan4uRead Replies (2) | Respond to of 275872
 
TWY,

What do you think about Ruiz's comment in CC that AMD is using Moto's SOI process and IBM's design methodology?

Does anybody have the exact quote?

Kap