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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: Cory Gault who wrote (12871)10/11/2000 12:59:38 PM
From: Charles RRead Replies (1) of 275872
 
CG,

<I mentioned a few weeks back that AMD has channel issues that most do not see and that they will make their 3Q shipment targets and then guide Q4 down. >

Clearly there was stuffing. How much is hard to tell. However, I find it tough to believe that AMD would push the envolope to a point where Q4 would be significantly impacted.
The Q4 is far more likely to impacted by a mis-assessment of the market size or market share and misfiring on the laptop SKU than a small amount of stuffing (assuming the stuff is a couple of hundred thousand units).

<It seems some others are now on that page as well.>

I wonder if it is the wrong page. We will know soon enough.

Chuck
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