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

To: Milan Shah who wrote (48016)7/17/2001 2:39:37 PM
From: Paul EngelRespond to of 275872
 
Re: "I think that when all is said and done, Intel won this battle - they used their massive cash position to successfully hurt AMD. Not saying that its a fatal wound, but you have to admit that AMD's momentum is cracking just a little. You have to agree that AMD execs must now be forced to atleast reexamine plans to allow for quarters with net negative cash flow. Perhaps they'll try to scale back some portion of their plan - clawhammer, sledgehammer, SOI, whatever - and that is exactly what Intel would have wanted them to do."

Interesting conclusion !!



To: Milan Shah who wrote (48016)7/17/2001 3:21:32 PM
From: Joe NYCRespond to of 275872
 
Milan,

There's just no way Intel could have held a special mid-quarter update and said what they did if there was going to be any chance that they were going to disappoint with numbers or message.

I believe the mid quarter update was announced during the Q1 CC, so it was not "special", Intel was in fact obligated to have it. The "good news" from the mid-quarter update was that Intel did not lower the guidance further.

Joe


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