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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (153580)	10/18/2002 1:52:36 AM
From: tejek	Read Replies (2) \| Respond to of 1580739

The way I reconcile the difference is expectations. Remember that AMD is coming off of a HUGE revenue miss in Q3. This had already been priced into the stock, IMO. No one guessed that AMD would announce a return to break-even in Q2 2003, and that's what I think is driving the stock price now. Of course, AMD will get there through massive cost-cutting instead of growing revenue. I'm not sure how exactly they are going to do it, but they're going to do it nonetheless, it seems. Tenchusatsu, what you say makes sense but that's not what I was asking. On the CC, AMD was much more bullish than INTC.......and I don't think Sanders was there.<g> Seriously, they are claiming that they will sell a lot more chips this quarter than last, and they see business picking up in general. On the other hand, INTC was very down beat. ted