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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.450.0%Dec 11 3:59 PM EST
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To: Bill Jackson who wrote (3517)8/3/2000 12:36:33 PM
From: kash johalRead Replies (2) of 275872
 
Bill,

re bonders

I think they are essentially built to a standard configuration with some std. options.

This KLIC announcement was BS.

And their stockhoolders are felling the pain.

In addition MOT announced a slowdown of orders for wireless handsets.

I suspect AMD is scrambling behind the scenes after the duron fiasco.

Its probably too early to know if they will meet numbers for quarter so no change in guidance is reasonable.

However if no major oems by Sept 1 its tough to see how they make the quarter.

regards,

Kash
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