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dougSF30

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dougSF30

Re: bobs10 post# 30370

Friday, 04/02/2004 8:40:29 PM

Friday, April 02, 2004 8:40:29 PM

Post# of 97771
Yes, they've beaten guidance, but not guidance (if it was that) given 2 weeks prior to the close of a quarter. INTC being at the low end of guidance can mean one of two things: they lost ground to AMD, or, the overall market was lousy, which would be a negative for AMD as well.

All I'm saying is: I wouldn't count on anything more than $0.09, given Henri's comments. But I agree with the other folks who are optimistic for Q2 and forward.

Doug

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