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Re: KeithDust2000 post# 39843

Wednesday, 07/14/2004 12:30:16 PM

Wednesday, July 14, 2004 12:30:16 PM

Post# of 98080
Back in the JS era there was a time when AMD reported a change in guidance. It was the 5th day into the next quarter and the guidance was up.

I don't think Hector is so inclined. I still think the mantra at AMD is "Promise less and deliver more". It looks like Hector is much more interested in a steady improvement in earnings than the boom/bust reporting AMD has done in the past. So I don't expect any widely optimistic voicings coming out of the CC. We're going to have to listen quite carefully to what is said and what is not said to determine what's going on.


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