Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

Jan 21 3:59 PM EST

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To: Dan3 who wrote (22452)	12/14/2000 3:55:48 PM
From: Charles R	Read Replies (2) of 275872

<The holiday selling season is a pretty small window, with most sales happening in the weeks between Thanksgiving and Christmas. > Chips for the systems are sold several weeks in advance to the actual system sales. <And by all accounts, sales pretty much fell off a cliff relative to expectations. Stores and online vendors expected a huge increase in sales at the end of November, and that increase didn't happen. Until a week or so into December, exactly what was happening must have been a bit of a mystery to everyone.> True, the falloff was steep. As I said before, the problem was not that it was a miss but on how it was communicated. One can't help but note that AMD's largest customer cried uncle well before AMD preannounced and held a conf call to tell what they think happened.

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