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

To: Joe NYC who wrote (121884)5/18/2004 9:49:14 PM
From: Elmer PhudRead Replies (1) | Respond to of 275872
 
Joe -

You are correct. If we consider the new scores then AMD has the lead. My mistake.



To: Joe NYC who wrote (121884)5/19/2004 2:56:28 AM
From: PetzRead Replies (2) | Respond to of 275872
 
HP's earnings report augurs well for AMD's Q2 CPU revenues.
Feb/March/April quarter had 3% higher revenues than Nov/Dec/Jan
That is quite amazing. Even DELL was just flat.
HP's PC sales in Feb/March/April were down 3% from Nov/Dec/Jan. This is way better than normal.

It appears that the normal seasonal downturn may be non-existent since April already looks like it must have been a strong month.

Petz


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