Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 198.12

-5.2%

Dec 17 3:59 PM EST

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To: pgerassi who wrote (57321)	10/5/2001 3:12:15 PM
From: Joe NYC	Read Replies (2) of 275872

Pete, If your assumptions were correct, I think Intel would have to have results that are lower than their mid-quarter update, and they would probably have to warn as well. I wonder how AMD made their number of chips, but I guess Jerry's proclamation that they will not lose market share in the last CC meant that AMD sacrificed ASPs substantially to maintain the unit shipments. It is going to be hard for either company to claim that they stuffed the channel, since both companies had to live this quarter with the result of stuffing of last quarter, and the end of Q3, in the aftermath of the terrorist attacks, I think there is too much caution on part of the buyers for them to be receptive to the channel stuffing. But on the other hand, there is now the beginning of the Christmas season bookings and orders. We will see how strong that proves to be. Prior to the terrorist attacks, I was optimistic that Q3 would be the low point and Q4 would be up. Now, I have no idea. Joe

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