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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: niceguy767 who wrote (7107)8/31/2000 12:08:47 PM
From: Chung LeeRead Replies (3) of 275872
 
Niceguy, my wag 

Memory                     398M vs Q2 362M +10%
Comm                        40M vs Q2 117M
K6     3.4M x   40   136M
K7     2.8M x  200   560M  
Duron  0.8M x   68    54M
embedded+chipsets     70M
                     CPG   820M vs Q2 667M  +23%
Misc                        24M
Total revenue             1282M vs Q2 1170M +9.5%


So Q3 is just a staging quarter, with only 9% revenue growth QTQ, the kicker will be Q4, with 7.2 K7+Duron, it will take Q4 revenue over 1.5B, so the fund managers are selling Q3 and will be buying later in anticipation of Q4, the trick is to figure out when they will start accumulating for Q4! The Hollatz guy probably was making too many Durons in Austin and not maximizing profit with Tbirds + KT133 combos in the face of limited KT133 supplies.
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