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

To: Joe NYC who wrote (83186)	6/21/2002 12:43:57 PM
From: niceguy767	Respond to of 275872

Jozef: "it is just a hypothesis, without supporting evidence." Surprise, surprise!!! According to Elmer's hypothesis, that q2 $200 million shortfall in AMD revenues must be consumed by INTC thus obviating any significant decline in INTC q2 revenues... Much of the information void regarding AMD yields will be filled when INTC posts its q2 revenues...If INTC's revenues are flat, it will lend a modicum of support for Elmer's AMD yield problem hypothesis...However, if INTC's q2 revenues are significantly lower than $6.5 billion, one might, like so many times before, assume Elmer is on some other planet with respect to his INTC world class yields vs. AMD yield problem hypothesis...