Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Cirruslvr who wrote (12852)	10/11/2000 12:35:28 PM
From: Charles R	Read Replies (1) of 275872

Cirruslvr, <This would seem to indicate that Intel has a bit more inventory on hand than AMD, though there have been some concerns expressed about 'channel stuffing' by AMD to make their shipment numbers."> Most people have no real understanding of what channel stuffing means and the mechanics of how it gets implemented. I would say the RWT guy might fit into that camp. <"In addition, one source claimed that AMD may reduce their shipment numbers for K7 processors from 7.2 million to about 5.5 million."> Didn't this guy report a rumor that AMD already met targets for Q3 or something similar to that last month. And suddenly we have rumors of K7 ships going down from 7.2 to 5.5. Balderdash! I would be surprised if AMD changes this number to anything significantly less than 7Mu. Chuck

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