Replies to post #7043 on Intel Corp (INTC)

[kpf]

wbmw

"He (Ruiz) left unchanged the company's third-quarter forecasts and declined to say when AMD is targeting profitability."

Dont expect Hector or other AMD executives to make overly positive or optimistic statements before end of January 2004. Look at the terms of AMDs ESOP-exchange programs to understand why.

From what I have seen today (apart from a rather boaring launch event) the pricing for Athlon-64 products indicate a mature SoI-process already which will certainly lead to a steeper migration path as I expected it until yesterday.

As for Q3 results, I hope you will be aboard for Pattricks Contest again.

K.