Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Cirruslvr who wrote (12865)	10/11/2000 11:50:56 AM
From: 5dave22	Read Replies (3) of 275872

Cirrus <I'm not the kind to sell my shares right before an earnings report. If I did it would probably be done out of emotion rather than reason and that's not good.> Come on Cirrus, it has nothing to do with the timing of the earnings report - it has to do with the fact that AMD has given NO GUIDANCE, and this is the first it gives in months for Q4 - WHICH HAS ALREADY STARTED!!! That is absolutely unnacceptable for a shareholder. 7.2M is not that many chips in comparison with Intel. They have done no support to boost demand vs Intel. If they drop it to 5.5M, they will lose market share in Q4 and AMD will likely crash further. Estimates may not be affected because ASP will still be OK depending on Duron/Athlon ratio. There is no way anyone can sugarcoat this one, it's terrible IF true. ESPECIALLY if 1 gig is ALL INTC has to offer all quarter and P4 isn't out for the Christmas rush. Change my mind, please! Dave

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