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bobs10

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bobs10

Re: I_banker post# 42060

Thursday, 08/12/2004 8:35:22 PM

Thursday, August 12, 2004 8:35:22 PM

Post# of 97483
Too much good info there, we're going down tomorrow.

Kind of confirms everything said in the AMD CC. Meeting goals is one of the things the market looks at. I had forgotten how back ended q3 is. Those last 2 weeks in September are going to determine the quarter. If INTC starts feeling the heat, either because of AMD sales or market conditions, it could force them to have a fire sale at the end of the quarter. It wouldn't be the first time, especially if it looks like a lot of the inventory may be getting unsalable.

We're not out of the woods, but things definitely look good. My $.20 for q3 looks possible, but hardly a sure thing.
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