Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (29727)	10/6/1998 2:40:00 PM
From: Joe NYC	Respond to of 33344

Scumbria, AMD's goals are "unrealistic," Kumar said, adding the entire market for all chip makers will be limited to 16 million to 17 million units in 1999. Hence, he said, "the revenue-growth opportunity is constrained." What is this guy talking about? Quarterly chip sales? I thought it was about 20 million. If AMD ships about 4 million chips, that leaves other 16 million as an "opportunity". So theoretically, AMD can grow 400% without need for overall market to grow. I think his comments apply more to Intel, since for Intel to grow, overall market has to grow. There is not a lot of room for Intel to grow as far as gaining market share, since it already is 80 to 90%. He also believes the company didn't do as badly as he had previously feared, and recently raised his per-share estimate to a loss of 7 cents a share from a loss of 21 cents a share. Maybe it feared should be replaced with hoped. techweb.com Joe

To: Scumbria who wrote (29727)	10/7/1998 2:17:00 AM
From: Paul Engel	Respond to of 33344

Scumbria - Re: " You make this statement very confidently. What information do you have to back it up?" Heres the PROOF ! Thursday September 10, 12:59 pm Eastern Time Note: this article has a followup with more information. National Semiconductor reports first quarter loss SANTA CLARA, Calif., Sept 10 (Reuters) - National Semiconductor Corp. (NYSE:NSM - news) on Thursday reported a smaller-than-expected loss for the fiscal first quarter, but said its orders had improved during the quarter for the first time in a year. The computer chip maker said it lost $104.8 million, or 63 cents per share, on sales of $469.6 million for its first fiscal quarter ended Aug. 30. That compared with a profit of $62.6 million, or 38 cents a share, on sales of $656.7 million a year ago. Wall Street analysts had expected the company to report a loss of 65 cents a share, according to First Call. {==============================} I'm surprised you haven't heard about this before. DO you want proof from 2 quarters ago? 3 quarters ago ? 4 ? Paul