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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (120991)7/26/2000 6:52:55 PM
From: tejek  Read Replies (2) of 1573057
 
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.

When you say Q2 growth has slowed, are you referring to unit sales or revenues? It has to be unit sales; otherwise, that statement does not make a lot of sense. Revenues increased nicely both sequentially and YOY. However unit sales were relatively flat from quarter to quarter.

In any case I do not think either has a lot to do with the stock's current malaise.

ted
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