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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Jim McMannis who wrote (77962)4/7/1999 6:12:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 186894
 
Advanced Micro Devices Inc. (AMD) 16 3/16 +7/16: chip maker is warning that it sees Q1 revenue below estimates; blames ongoing yield problems with K6-2 and pricing pressures for weaker results; sees revenues at around $630 mln; according to First Call, AMD is projected to lose $0.57 a share, vs year-ago loss of $0.60 a share;



To: Jim McMannis who wrote (77962)4/7/1999 6:40:00 PM
From: Tony Viola  Respond to of 186894
 
Jim, Don't be so hard on AMD, they are doing "OK" considering what they are up
against. They make Intel a better company as well.


I disagree about AMD doing OK. OK would be making "some" money consistently. I don't think AMD could be called a very good runnerup to a gorilla or a king. In fact, according to the book "Gorilla Game", they aren't even a chimp, but a monkey. Some good runnersup:

Lucent or Nortel to Cisco
Sun to Microsoft (stretching)
Compaq to Dell/Dell to Compaq

Tony



To: Jim McMannis who wrote (77962)4/8/1999 9:09:00 AM
From: michael ehrenberg  Read Replies (1) | Respond to of 186894
 
Jim:

This time it will be different. This is the 3rd pre-announcement made this quarter from AMD. Investors are numbed. They don't care.

More importantly, don't forget everyone...Intel will be split 2:1 on Monday morning. Plus, they haven't pre-announced. Their earnings are Tuesday after the close.

The run-up towards the split and positive earnings will continue right into next week.

On any weakness, by all means, load up on more Intel.