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

To: dougSF30 who wrote (135723)	10/11/2004 11:42:57 AM
From: g_w_north	Read Replies (5) \| Respond to of 275872

<Uh oh, even Intel's own investment bankers are getting nervous:> As an AMD shareholder I would have thought the more important point to pick out of that paragraph would have been the fact that there is approximately $577 million worth of product in inventory. If anybody out there doesn't think that this is not going to impact AMD immensely then they need medical attention. I'm not saying who! ;)

To: dougSF30 who wrote (135723)	10/12/2004 12:21:02 PM
From: morpheus4567	Respond to of 275872

"." Overall CSFB has a "mixed outlook" for Intel, seeing "some risk" to reduced consensus 2005 revenue estimates due to the lack of a driver for average selling prices or units, mild PC unit growth and potential overcapacity. " Lack of driver for average selling prices or units???? I thought Intel had the best engineers in the world with the best manufacturing in the world. Why would they create a product which did not get the best prices in the world. Especially since they have the newest version of their pentium4 chip out there... Who would be making a better computer chip than Intel? Who is this AMD by the way? Oh wait a second...I get it.