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


To: wanna_bmw who wrote (78688)4/28/2002 9:19:09 PM
From: niceguy767Respond to of 275872
 
wannab:

"Haven't you figured out by now that Intel guides conservatively?"

The way some of the Intellabees are talking about INTC's pulling in of schedules and fantastic yields relative to AMD, one might have concluded that INTC was looking at an $8 billion q2...Inasmuch as the medium of INTC's q2 guidance is lower than q1 actuals, all would not seem to be rosey on the yield front at INTC...and those pulled-in schedules may reflect more panic than any production progress at INTC!!!