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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.00+0.7%Dec 22 3:59 PM EST

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To: Gopher Broke who wrote (43254)6/7/2001 6:04:32 PM
From: andreas_wonischRead Replies (1) of 275872
 
Gopher, Re: There were several rumours of Intel deliberately channel stuffing, giving discounts for taking shipment by freight rather than air. Did any analysts ask that question or did they all behave themselves like good lapdogs?

Yes, IIRC Oshua asked about it (not directly, of course). Bryant responded that he doesn't expect that their customers are building up inventory but admitted that it was difficult to determine that. He also said that he expected inventories for Intel to be slightly up at the end of the quarter.

Andreas
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