AMD/INTC/RMBS et ALL Message Board

STOCKTALK

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 : AMD/INTC/RMBS et ALL

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kash johal who wrote (269)	1/31/2001 12:21:13 AM
From: Chung Lee	Read Replies (1) of 271

Kumar, I mean Kash gg, AMD is going to have a roadkill Q1. 4M Tbirds sold out, smooth transition to FSB266, Durons takes over low end and will also be sold out (ouch again!) and run into short supply (ouch ouch)just like FSB200 now, 900MHz Palomino powered laptops from HP and Compaq on the shelves in March (Ouch, that will make Q2 really bad), 1.5GHz Palomino in 4 months......AMD management is fully aware of the dire situation of yield crash yesterday and the inevitable fall back to $14 and so immediately announced that they are spending 300M to buy in the 20s, it all makes so much sense to me. Chung

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next