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Politics : Formerly About Advanced Micro Devices
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To: Joe NYC who wrote (125698)10/10/2000 5:10:57 PM
From: tejek  Read Replies (1) of 1570817
 
Look at the bright side: AMD is up. And tomorrow will bring us the answer to the question if AMD's fall of over 50% from the high was justified.

Joe,

I am concerned wrt AMD's Q4; I am concerned that the channel has not seen the normal seasonal pickup yet for PC chips. I am worried that Q4 chip sales were pulled into Q3 because of the over ordering done by the OEMs, fearful of an Intel chip shortfall.

That and the fear of a slowdown in PC sales is what AMD's CC
has to overcome.

ted
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