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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (3545)	6/18/2002 4:33:03 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95632

A person never knows do they? I agreed with your assessment on ORCL, but what do they do - they beat expectations. The market likes this, but then AMD drops what can politely be called a t**d in the punchbowl. 16:16 ET Advanced Micro reduces outlook (AMD) 10.30 -0.50: -- Update -- Company sees Q2 sales in the range of $620-$700 mln vs the current Multex consensus estimate for revs of $845 mln; expects a "substantial operating loss" for Q2. Now we are back to "ground zero" Don