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

To: kash johal who wrote (47450)7/13/2001 3:33:38 AM
From: Joe NYCRespond to of 275872
 
Kash,

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.

I don't disagree with that assessment, but we have 2 elements here: earnings and stock price, which are not in synch. If the earnings were traded on the stock exchange, rather than stocks, I would not be a buyer at this time. The stock moves in anticipations of the earnings, and after the bad news (in form of Intel earnings and guidance) are out, the anticipation of improvement will start to be priced into the stocks, which may be a good time to be long.

Well, let's see what the market has to say about all of this tomorrow.

Joe



To: kash johal who wrote (47450)7/13/2001 3:49:27 AM
From: PetzRead Replies (1) | Respond to of 275872
 
kash, slashing the Cap Ex in 2002 may help Intel's cash flow but won't help their earnings. The depreciation for all the shiny new equipment doesn't start until it becomes productive -- sometime in 2002 -- when there will be a huge jump in depreciation.

Petz


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