SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.96+0.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Road Walker who wrote (22282)12/12/2000 2:07:57 PM
From: Charles RRead Replies (2) of 275872
 
John,

<Probably not fair to bring up notes from a week ago, but:...>

It is extremely fair. I was wrong about my unit expectation.

<As I said, both companies are in the same boat, and the same tide will effect both companies. It's not a coincidence that AMD and Intel mostly trade together.>

I agree there is correlation here and I did think the 8Mu number would be tough to achieve. It didn't occur to me how bad the situation was given that AMD has been consitently winning new designs around the world. Clearly the volume on these designs was not enough to offset the consumer slowdown.

But the biggest factor was management guidance. AMD has exceeded or come close to making its guidance in the recent past. I am at a complete loss on how Jerry could have reiterated guidance on Nov 8th and tells us now that he lost about a 1 mu in sales in the last 5 weeks. (remember Nov 8th comes more than a month in to AMD's Q4 and Q4 is more front end loaded than other quarters).

Jerry is basically saying flash and Athlons are fine but Durons killed us. Durons were supposed to be about 3Mu for Q4. It is hard to belive that he would not know that there is about 1 Mu shortfall out of the 3Mu Duron budget and there are only two months left in the quarter. Even if a good part of this was due to the KM133 slippage, the stockholders deserve better answers. At least a conference call should have been in order.

Jerry has rarely been upfront about bad news but this one gotto to be one of the all time worst ones. It is a shame this guy is still the CEO.

Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News