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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (120980)7/26/2000 6:31:06 PM
From: Charles R  Read Replies (1) of 1573054
 
Ted,

<How interesting...just read your post on the mod thread. What happened? One week you are convinced that AMD's rev growth is slowing; the next that revenues actually are increasing.

What caused the change in opinion? Just curious.>

Nothing! Looks like you misinterpreted something I wrote. Q2 growth was slow because of infrastructure issues. Growth should perk back up in Q3 because the infrastructure will be in much better shape and second half buying will kick-in.

I do not believe I changed my opinion on this. I have been saying this same thing almost since April when I first felt infrastructure issues were going to show up.

Chuck
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