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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%3:59 PM EST
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To: porn_start878 who wrote (35252)4/9/2001 12:17:15 PM
From: kash johalRead Replies (3) of 275872
 
max,

re:"it's awesome to see how people change their mind fast when the stock fall."

I haven't changed my mind at all.

I think AMD will miss.

And guidance on flash will be down for Q2/Q3.

And AMD's lousy performance at introducing Palomino is hurting every day they miss.

And AMD's holding "back" faster Athlons due to poor PIV performance is unbelievable stupidity if true.

Overall AMD would have been better off warning and then beating the numbers.

Now they are going to get killed again if they have "lied" by not warning.

regards,

Kash
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