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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (26446)	11/27/2005 11:10:31 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Briefing Friday: 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.