Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

3:59 PM EST

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To: bacchus_ii who wrote (48491)	7/20/2001 12:39:55 PM
From: andreas_wonisch	Read Replies (5) of 275872

Bachus, Re: Q2 PC shipments down 2% from Q1 So there are two possibilities: 1. AMD/INTC lied about shipments 2. AMD/INTC stuffed the channel Judging from Jerry's comment I think AMD stuffed the channel in June. Keep in mind that channel stuffing not necessarily prohibit record sales in the next quarter -- you just have to stuff the channel again. Of course from a long-term view this is a stupid sales strategy. Andreas

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