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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Pravin Kamdar who wrote (3560)	8/3/2000 2:44:55 PM
From: crazyoldman	Read Replies (4) of 275872

Pravin, Has this been posted? clearstation.com Here is the comment I just received from Toni Beck at AMD regarding the Cisco flash memory shortage rumor: "This is stupid! Cicso said that Cicso's flash shortage has eased. Of course it has! AMD and Cisco have a long-term flash agreement. We are supplying them. They are getting more product than in previous quarters. That is good news for Cisco and good news for AMD. Cisco was trying to offer positive guidance for its current quarter by stating its supply of flash has improved. It was perceived as bad news for its suppliers (AMD). AMD said its flash would increase by 70% in the current year. How do you think that will happen? We sell more to the customers who need it! Hence, their shortages ease!! Instead of reading the RUMOR below, you should read Cisco's actual comments in the context in which they were made. I cannot believe how everybody just hangs on every single rumor and pays absolutely no attention to the positive outlook that AMD has offered. Our guidance remains the same as expressed last week." fwiw... Kindest regards, CrazyMan

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