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

To: Monica Detwiler who wrote (78672)	4/28/2002 9:04:56 PM
From: niceguy767	Read Replies (3) \| Respond to of 275872

Monica: "Did they guide for a drop in CPU sales this quarter?" Yep... "Did Intel guide that way?" INTC did, I believe, guide $6.4 billion to $7.0 billion...Didn't INTC post $6.8 billion in q1??? Looks like more room on the downside than upside for INTC in their guidance Monica...Wonder why with their world class yields and need for additional fabs to the existing 14 that they have??? Does that guidance add up to world class yields and a successful p4 to you Monica??? Revenues at '98 levels and twice as many fabs and world class yields...Hmmmmm...