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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%Jan 12 3:59 PM EST

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To: Paul Engel who wrote (15205)10/20/2000 10:52:48 AM
From: 5dave22Read Replies (3) of 275872
 
Paul <<How long do you think it will be before AMD's customers let the word out that they are becoming constipated - and AMD has to STOP shipping products - so their customers can work down their rapidly depreciating inventory of now old and obsolete and UNUSED Thumpys?

Maybe AMD will be the one to pre-announce this quarter.>>

I spoke with someone recently at the ad agency. Apparently they are on hold with any advertising support because they expect to be sold out thru the end of the year.

So that's good news, but I'm not that happy still. Advertising = Demand = Higher ASPs.

Have the noticed the HUGE advertising campaign that just launched for the PIII. The first bad ads Intel has put out in a while, three guys splatter painting? Why was Intel dark for a while and all of a sudden pushing PIII hard again?

Regards,

David
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