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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: andreas_wonisch who wrote (47303)7/12/2001 8:25:43 PM
From: kapkan4uRead Replies (1) of 275872
 
<I was a bit astonished that AMD admitted that Q2 was a very non-linear quarter and most sales were at the end of the quarter (about 50% of CPU sales in the final month). >

I saw this last month push in June on Pricewatch. The channel is stuffed to the gills.

What is interesting about this bit of information is that Intel had it's mid-quarter update at the end of May or early June, before AMD sold 3.85M (half of 7.7M) CPUs.

Do I hear an Intel revenue miss from the forecasted $6.5B?

Kap
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