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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (151475)	12/7/2001 2:00:36 AM
From: ptanner	Read Replies (1) \| Respond to of 186894

wbmw, re: "AMD's previous guidance was high single digits to low double digits of revenue growth. Now, they finalized on the 10% number." I don' t believe this is correct. I recall AMD being very negative on flash with only some upside from processors. Your statement also doesn't match what was in AMD's press releases: "...overall revenues will range from flat to high single-digit percentage growth on record unit sales of PC processors in the quarter ending December 30, 2001. The company outlook for the quarter remains unchanged from a projection issued when it reported third quarter results on October 17, 2001." 01/11/08 Update: amd.com 3Q01 PR: amd.com -PT

To: wanna_bmw who wrote (151475)	12/7/2001 7:05:38 AM
From: andreas_wonisch	Read Replies (1) \| Respond to of 186894

Wanna_bmw, Re: Intel is the one that is doing "better" with respect to previous guidance - not AMD. Although, AMD may be doing "better" relative to their last quarter's revenue. Hardly surprising, though. I am no big fan of these number games but if you look at CPUs alone AMD is the one that doing better. According to the press release CPU revenues are expected to exceed those of Q1(!) '01. Of course, flash is terrible so there's no way to reach overall revenues in the Q1 ballpark (which would allow AMD to make a lot of money). Andreas