Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: AK2004 who wrote (5264)	8/16/2000 3:16:44 PM
From: Petz	Read Replies (3) of 275872

Anyone have a clue why AMD is tanking? I looked at the 10Q and only noticed one piece of good news -- finished goods inventories actually DROPPED $10M in the quarter, from $92M to $82M. The comment about risk of having too much capacity for CPU's is well taken, but if that's the cause of the selloff, it's not anything new. AMD has said they'll make and sell close to *9M CPU's in the fourth quarter and Dresden will only be half ramped up.* But IMO, it should NOT have been stated as a RISK. Is it a RISK that you might only sell $400M in flash instead of $450M? Petz

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