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SemiconEng

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SemiconEng

Re: morrowinder post# 12949

Friday, 09/03/2004 12:06:15 AM

Friday, September 03, 2004 12:06:15 AM

Post# of 151741
Intel has a big miss but is AMD in the same boat?
Obviously this is bad news for intel. But some of the droids are crowing and saying AMD is on track. Anyone disagree? I think AMD is hoping for a big september based on Ruiz's comments. I think intel may already know whats coming in september...and other indicators seem to show that the economy is soft. Do you think INTC will get pounded tomorrow? The PE ratio is already at 17


Bad news, sure. Pounded tomorrow, yup. But..... And as much as I hate to agree with Mike Mageek (Cough Choke, Gag), I think there are deeper, and much more important, and troubling issues afecting computer sales, and I'm allot more concerned with that, then whether Droids are croaking or not.

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