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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: kash johal who wrote (46286)7/6/2001 1:54:52 PM
From: Charles RRead Replies (1) of 275872
 
Kash,

<If they are playing such games they will lose whatever credibility they have left>

True.

<The guidance for Q3 is likely to be breakeven at best IMHO.>

I doubt it. Q3 is a stronger quarter and will have significant amount of Mobile shipments and the Alcatel settlement will probably help in Q2 (assuming that Alcatel will go with AMD sole source flash for the forseeable future)

Chuck
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