Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.53

+1.1%

Jan 14 3:59 PM EST

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To: tejek who wrote (64689)	11/30/2001 2:41:32 PM
From: AK2004	Read Replies (3) of 275872

tejek re: the rumors that Dell is taking more market share from CPQ and HWP probably are true I wonder if HWP wants their ia64 back.... :-)) Re: do you know what the current problems are? the rumors were that intel was getting poor speed distribution and, at the same time, trying to sell less of a lower speed to help asps. That is just the rumor, though...... (Intel did delay the release of 2.2GHz recently) re: So his comment to sell into earnings is not a surprise to me not if their unit shipment increase in double digit (even though that it might be just seasonal) re: chips have the best [read lowest] inventory levels of all chips that would be consistent with shortages Regards -Albert

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