Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: Cirruslvr who wrote (46174)	7/5/2001 5:59:16 PM
From: Charles R	Read Replies (2) of 275872

<Well, I doubt many people even expected it to be THIS bad.> I didn't! I was counting on the units to be decent and results to come in at the low-end of expectations given the ASP collapse and given there was no preannouncement by the end of the quarter. This announcement tells me: a) ASP are probably in the $70s instead of $80s like I estimated and/or flash tanked quite a bit b) Jerry & Co can always reach new lows when you think they can't go any lower. The only good news here is unit shipments - Duron may be finally ramping up in sales. Jerry is once again proving that: good technology team + incompetent management = mediocre company How sh*tty can the management be if they fail to not preannounce a 17% decline in sales until this late when the guidance was "from flat to possibly down 10%"?

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