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: Elmer who wrote (104167)	4/12/2000 10:39:00 AM
From: Joey Smith	Read Replies (4) of 1570835

Elmer, re:Fab25 was not running at full capacity in Q4 and AMD has an open market to sell into, an unused Fab sitting idle and if all they can do is increase their Athlon sales by a measly ~500K units then something is very wrong and demand is one explanation, yield problems are another. If true, the market will not like just 1.2M Athlons in Q1 and 1.8M in Q2. Jerry better be sandbagging. I'm glad I sold half my position at $70+ a few days ago, especially in today's market conditions. Might sell covered calls on the other half, but not sure. joey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next