<< Intel Q1 2000 Revenues : $6.7 Billion
Earnings : $460 Million (after taking $1.1Billion in charges against earnings)
AMD Q1 Revenues : $1.2 Billion
Earnings : $125 Million
So, in a bad quarter for Intel vs. a near-record quarter for AMD, Intel still generated more than 5X as much revenues as AMD, and more than 3X the earnings (and without charges, their earnings would have been more than 10X as much) as compared to AMD.
Bottomline, AMD had a fair quarter, compared to the all the rest of the semis. But in this case, good only translates in to a 1% growth over their last quarter, which is essentially flat growth, and what I had been predicting/expecting for them. >>
No, I say what are you smoking That has nothing to do with the stock, with Intel there is much, much more of it. For a more accurate measurement, look at earnings/share, $0.37 vs ~$0.16. And 1% growth over the last quarter is actually quite an accomplishment, the last quarter was the holiday shopping season. Most semiconductor manufacturers traditionally have negative growth during this quarter.