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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: combjelly who wrote (51145)8/15/2001 1:38:05 PM
From: Monica DetwilerRead Replies (3) of 275872
 
combjelly - You wrote They should have, since IBM stopped in May. Of course, the volume was so low that they might not have noticed.

Everybody seems to miss that there are two concurrent facts that impacted AMD severely in May. 1) IBM dropped AMD CPUs in May and 2.) AMD's CPU sales were extremely poor in May. AMD had to sell a huge number of processors in June just to make their quarter.
Why are the people on this thread glossing over these two facts? Instead, everyone is rewriting history and dismissing IBM as an unimportant customer.
In May, they were apparently a very important customer that AMD lost.
monica
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