Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.32

-0.2%

Dec 30 3:59 PM EST

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To: ptanner who wrote (48463)	7/20/2001 8:59:28 AM
From: herb will	Read Replies (1) of 275872

PT: “What I am a little more concerned about is the increase in AMD's inventory WRT revenue. Of course, this increase could be largely influenced by the introduction of new product (mobile CPUs and Athlon MP) as well as the continued ramp of Dresden.” All this in the face of a loss quarter sure does not look good for AMD. How big will the loss be? But the question remains, did Jerry stuff the channel as rumored. If Dan is right that the 50 sales increase in Q2 was back to school sales then why did Jerry go thru that convoluted explanation of negotiation, renegotiation, what, when, if. Sounds a little fishy to me. Herb

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