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


To: Joe NYC who wrote (47449)7/13/2001 2:47:27 AM
From: kash johalRead Replies (2) | Respond to of 275872
 
Joe,

I think Q3 or worst case Q4 will be the low.

The recovery may take some time though.

Overall both AMD and INTC could do well starting 2002, however i think Intel is somewhat better positioned.

Their insane 0.13 investment program will likely allow them to slash cap ex in 2002 by 50-60%.

Should make their forward looking numbers pretty good once we have some recovery.

regards,

Kash

best regards,