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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.50+6.2%3:59 PM EST
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To: Joe NYC who wrote (30946)3/9/2001 12:22:06 AM
From: kash johalRead Replies (2) of 275872
 
Joe,

On Intels conf call they said flash was a problem.

Customers had recently cancelled and deferred orders.

I am sure AMD is in same boat.

So flash will likely be flat or likely lower thgan Q4.

The Shit will hit the fan next quarter.

Lots of folks were double ordering flash.

And folks like mobile guys were WAY optimistic with orders.

regards,

Kash
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