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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.50+6.2%Dec 19 3:59 PM EST

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To: TimF who wrote (47368)7/13/2001 3:01:53 AM
From: PetzRead Replies (1) of 275872
 
Tim, AMD's forecast for Q3 (possible 10% revenue decline) argues to me that there was some channel stuffing.
I'm confused about their lack of confidence for Flash in Q3. Motorola sold more handsets than they expected and seemed to forecast a recovery.

Petz
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