Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: Charles R who wrote (4872)	8/13/2000 10:55:03 PM
From: Joe NYC	Read Replies (2) of 275872

Chuck, This analysis is quite wrong. AMD lost those sales for ever. A chipset problem free ramp would have been about 7-7.5Mu in Q2, 8-8.5Mu in Q3, 10+Mu in Q4. Instead we got 6.3Mu in Q2 and are likely to get 7Mu in Q3, 9Mu in Q4. Several hundreds of millions of dollars in lost revenues and profits which AMD will NEVER get back. This is BIG deal. I agree partially, those sales are gone forever. But the CPUs are not. If we are facing the rest of Q3 and Q4 that will both be supply limited, having those extra CPUs on-hand will be helpful. The only problem is that the chips will end up being sold for less than they could have been. The chips will still be sold profitably. Joe

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