Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mani1 who started this subject	1/8/2002 3:33:47 PM
From: DRBES	Read Replies (3) of 275872

A POSSIBLE COMING DOWN DRAFT ON THE EARNINGS RELEASE AND ACCOMPANYING ASP DATA FOR THIS PAST QUARTER. We all know that $20 has become at least a mental barrier for the common. Further, we probably expect that a lot of selling should be expected on the anticipated "GOOD NEWS" (you know how it goes: "BUY ON THE ANTICIPATION, SELL ON THE NEWS.") BUT, WHAT WILL HAPPEN IF THE NEWS IS NOT AS GOOD AS THE ANTICIPATION ? I suspect that the stock may tank. I also suspect that it may provide one of the best entry points that we may see for several months. Very early this past quarter AMD announced that it had sold a very large number of slower speed CPUs to Avnet (AVT) . I am not certain of the actual number but it was large. I also suspect that the price may have been so low as to have a profound impact on the entire quarter's ASPs. It is possible that the sale impacted the prior quarter only; but, I suspect not. It is also possible that there were other such sales to other distributors. If anyone has some light to shed on this potential impending (probably temporary) disaster, please do share it. BTW I am doing nothing and I suspect that I will continue to do nothing. I hold AMD, I do not trade it. Patient (and nervous) Regards, DARBES

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next