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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.63+0.3%3:59 PM EST

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To: niceguy767 who wrote (5603)8/18/2000 3:32:45 PM
From: Pravin KamdarRead Replies (9) of 275872
 
Niceguy,

Evidence at retail suggests that AMD cannot make the 7 million target (promise) for the quarter. K6-2 has dried up, and Duron is not being sold at retail by any large OEM. More than half of the quarter is already gone. All we have is Jerry's continued guidance. Even so, the stock has only moved up with the SOX. If AMD misses, the investment community will once again lose credibility in AMD management and the stock will dive. I sure hope that Duron makes a big appearance in September -- for all of our sakes.

Pravin.
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