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

To: Petz who wrote (80116)	5/15/2002 7:23:13 PM
From: TGPTNDR	Respond to of 275872

Petz, Re: < For a company that has been around a long time and generally had a continually rising stock price, the charge to earnings using that approach would be much higher than the S&P number.> Important to note that tax accounting is not the same as general accounting. Just because you can get a tax deduction for doing something doesn't mean it cost you money. Tax law provides reasons to do things that don't make economic sense -- like give out options. If the tax laws made economic sense you wouldn't need them. tgptndr

To: Petz who wrote (80116)	5/15/2002 10:52:50 PM
From: milo_morai	Respond to of 275872

Wednesday May 15, 11:54 am Eastern Time Reuters Company News RESEARCH ALERT - Lehman sees Intel's quarter weakening NEW YORK (Reuters) - Intel Corp., the world's largest microchip maker, has seen its second quarter weaken, and may be mistaken if it forgoes a price cut on its Pentium 4 microprocessors during the quarter, Lehman Brothers analyst Daniel Niles wrote in a research note Wednesday. Niles said market weakness could lead Intel into the mid-point of its current second-quarter revenue guidance of between $6.4 billion and $7.0 billion. "We believe Intel in typical conservative style was tracking to the upper half of guidance," Niles wrote. "But the past month has lowered that more toward the mid-point." Responding to speculation Tuesday that Intel may pass on a Pentium 4 price cut this quarter -- in contrast to an historical pattern of such drops -- Niles said the company could lose market share to rival Advanced Micro Devices Inc. and sell fewer chips. "Given AMD is trying to gain market share and both firms look to have more supply than demand for the foreseeable future, this is hard for us to believe," Niles wrote. Shares of Intel was down 1 cent to $30.14 in late morning trade on Nasdaq. biz.yahoo.com