Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: f.simons who wrote (88971)	1/23/2000 12:27:00 AM
From: Charles R	Read Replies (1) of 1572942

Frank, <AMD may be about to learn that blowout numbers can be a two-edged sword if there is skepticism that they can be repeated and improved on.> The problem, IMHO, is not the blowout numbers but the management of it. You can go back on this thread to early-mid december time frame and see musings from some of us why AMD was not preannouncing. Analysts who were not doing their homework got surprised badly. So, in a roundabout way what I am saying is that AMD management definitely seems to be managing investor expectations properly. There is not much excuse for forecasting 5Mu and delivering over 6Mu in the quarter. It is one thing to be conservative but the sandbagging in Q4 was a bit overdone. And looks like that is now dragging into Q1. Chuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next