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


To: TGPTNDR who wrote (82783)6/18/2002 4:47:26 PM
From: tejekRead Replies (1) | Respond to of 275872
 
Dave, Re: <AMD is gonna get hammered by analysts. And deservedly so. $620M??? Downgrades galore coming.>

It's not like we didn't know it was coming. I(at least), just didn't think it'd be this bad.


tgp, wait til TXCC warns. LOL

ted



To: TGPTNDR who wrote (82783)6/18/2002 4:47:49 PM
From: 5dave22Read Replies (2) | Respond to of 275872
 
<It's not like we didn't know it was coming. I(at least), just didn't think it'd be this bad.>

That's the point. That is a HUUUUGE warning. When was the last time AMD has such small reportings? This is going to hurt AMD's credibility for a long, long time.



To: TGPTNDR who wrote (82783)6/18/2002 4:58:49 PM
From: ElmerRespond to of 275872
 
It's not like we didn't know it was coming. I(at least), just didn't think it'd be this bad.

I think this was somewhat priced in. After Intel's lowering of expectations it was pretty obvious that AMD wasn't going to do any better.

EP