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To: Bill Harmond who wrote (26430)11/25/2005 12:02:21 PM
From: Bill Harmond  Respond to of 57684
 
10:14 All signs point to upside financial quarters at both Intel and AMD - Caris

Caris believes all signs point to upside financial quarters at both INTC and AMD. Firm notes that each company is sold out; fabs are running at full bore; no inventory to speak of floating in the channel; no untoward (or any) price cuts not announced months back. They say full fabs mean no unabsorbed overhead; stable pricing means that higher unit production translates into higher revenues; combined, these two always mean higher gross margin. Firm says to buy both stocks; EPS will likely beat Street views.



To: Bill Harmond who wrote (26430)11/25/2005 1:33:38 PM
From: Elroy  Read Replies (2) | Respond to of 57684
 
You are spouting nonsense for no reason.

GOOG can do extremely well and nobody needs a new PC.

Do you understand the meaning of the word "hype"?

GOOG benefits from the transition of advertising dollars from traditional medium to online. They have virtually NOTHING to do with the rest of tech. The rest of tech can go into a 5 year bear market, and GOOG can do well.

Why do you even bother to keep arguing?


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