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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.53+1.1%Jan 14 3:59 PM EST
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To: Charles R who wrote (16424)10/28/2000 10:45:09 PM
From: tejekRead Replies (1) of 275872
 
<if Sanders comments that Q4 was sold out were not true.>

Jerry didn't say Q4 was "sold out" and he said quite the opposite - there is more capacity than AMD can expect to sell in Q4.

Chuck,

That's right, I was confusing his comments re the non-Duron Athlons being sold out for Q4 with Duron sales.

So that means that AMD too could warn at its analyst conference in November if the PC Xmas business ramp is 5% slower than was expected at the time of the Q3 CC.

ted
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