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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: kash johal who wrote (35264)4/9/2001 12:40:07 PM
From: Joe NYCRead Replies (3) of 275872
 
Kash,

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.


Agreed. If they have say 1.466 GHz Palomino, why not release it NOW and price it at $500, assuring demand will not get ahead of supply while supply is constrained (anyway, why should the supply be constrained?)

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.

But you are assuming that they will miss. The estimates are not that high at 33 cents. Just FYI, these were the results of last 4 quarters:
Q1 2000 0.29
Q2 2000 0.57
Q3 2000 0.62
Q4 2000 0.55

Joe
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