SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 251.32-3.2%Jan 26 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: milo_morai who wrote (44073)6/12/2001 10:29:58 PM
From: kapkan4uRead Replies (1) of 275872
 
AMD being bled dry

theinquirer.net

Although the story has factual errors, I believe the gist of it. The 130nm and SOI ramp was planned before the demand started to go South and even then it was understood that expenses were going to rise dangerously high. In todays environment the next 3 quarters can be even tougher.

BTW, I am long AMD again. Well, sort of. I am short some puts.

Kap
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext