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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST
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To: AK2004 who wrote (33655)3/27/2001 11:31:38 AM
From: DRBESRead Replies (1) of 275872
 
re: "we believe that there is some weakness in flash memory (almost 40% of revenues), as AMD's flash business has significant exposure to the communications end-market"

This part of the report is highly myopic and blind to the facts (IMnotsoHO) . Most of the flash memory that AMD markets is not of the commodity grade and are subject to binding contracts at higher than industry commodity pricing policies. While I would not be surprised to see some loss of firmness, I suspect that AMD is far more immune to these pressures than such lightweights as...for example: inteL.

Patient Regards,

DARBES
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