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


To: Yousef who wrote (75997)3/31/2002 10:26:22 PM
From: TGPTNDRRead Replies (4) | Respond to of 275872
 
Yousef, Re: <What will be the effect on AMD's stock price IF there is an announcement on April 17th that .13um products are "delayed". Not good, IMHO. >

At these prices I think that news is pretty much discounted. It'd be negative, but I doubt we'd see $12.00. The more important thing is the 2Q forward look.

What do you think the effect would be of an announcement that the .13s are shipping? Think it'd be enough to get Intel to cut it's P4 mobile prices in half?

tgptndr