Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.78

-6.1%

Jan 30 3:59 PM EST

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To: combjelly who wrote (56365)	9/25/2001 4:37:12 PM
From: Elmer	Read Replies (1) of 275872

Intel apparently did more of this in Q2. Sales for the P4 have never gotten above 50% of the projected amount, despite the stuffing. How many of these does Intel have in the warehouse? Sorry but you don't follow the news very well. P4 inventories were described as "tight" about a month ago and volume crossover, P4/P3, is expected in November. You seem to be a fairly knowledgable guy, you tell me, if Intel is going to ship .13u P4s in Q4 would they need to be in fab now? "Red ink for as far as the mind can project." Obviously your mind can't project much beyond this quarter. You are forecasting a profit for Q4? That's brave indeed. If you're so confident we should assume you're buying AMD at these dirt cheap prices, right? Do you think AMD is headed for the moon???

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