SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Paul Engel who wrote (141411)8/12/2001 8:31:41 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Paul,
RE:"Then you better WRITE OFF this quarter for AMD - because they keep SLIPPING their faster parts - September is the latest "leak" =- and that will be near the END of this quarter."

I've already have written off AMD and Intel for the next quarter and more...
If AMD was 30 I would sell...unfortunately it's not and probably close to a bottom...so I'll hold.
What do you think the stock would do if AMD actually only lost a couple cents on the Q?
Intel may be able to salvage another Q or 2 without a lot of loss but after that it's crunch time if the computer business doesn't pick up. IMHO.



To: Paul Engel who wrote (141411)8/13/2001 12:09:35 AM
From: Windsock  Read Replies (2) | Respond to of 186894
 
Paul - Re:"Then you better WRITE OFF this quarter for AMD - because they keep SLIPPING their faster parts - September is the latest "leak" =- and that will be near the END of this quarter."

Jerry said that the 1.5 GHz would absolutely for sure show in January.

What an embarrassment that it will appear in September - maybe.

That AMD Cu on 0.18 sure is good stuff !! Just like Blow Hard Dan says.