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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 199.30-7.3%2:48 PM EST
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To: that_crazy_doug who wrote (34105)3/29/2001 12:35:33 PM
From: kash johalRead Replies (1) of 275872
 
crazy doug,

I read somehwere that Cisco has 6-8 months of inventory.

And had double/triple ordered during the shortages.

And ALL component orders were on hold.

I suspect that flash will be among them.

Don't know where the telecom folks like LU, CSCO etc rank in AMD's flash but the telecom market bombing is bad news IMHO.

regards,

Kash
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