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


To: Tenchusatsu who wrote (167963)4/16/2003 5:42:44 PM
From: tejek  Respond to of 1584759
 
Ted, AMD posts a smaller-than-expected loss, and the stock is now at 7.5 in AH. Maybe a blowout was already priced into the stock?

I am showing it at $7.35. I don't think a blowout was priced into the stock; I suspect the CC is not going well. I'm not listening to it but the forward guidance is key. You saw yesterday how I posted that INTC's report wasn't that great except for margins and even that was fudged a little. However, their guidance was better than expected........that's all it took.

If AMD is not giving INTC-like guidance on the CC, investors will run for the hills. No one trusts this tech revival yet.

ted