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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%3:59 PM EST
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To: SisterMaryElephant who wrote (48127)7/17/2001 7:24:52 PM
From: jcholewaRead Replies (2) of 275872
 
> If Intel stuffed the channel, I would expect a very bad
> third quarter from them, like maybe even a loss. However,
> that is not what they are predicting. It is in fact AMD
> that is predicting a loss. My guess is that AMD is the
> guilty party

AMD (and probably Intel, as well, I still have to go through the CC) is predicting record unit shipments in Q3. This does not necessarily jive with what you are saying.

-JC
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