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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: combjelly who wrote (69277)1/28/2002 2:24:56 PM
From: ElmerRead Replies (2) of 275872
 
Until Q401, AMD was pretty upfront with the mix relative mix of Durons and Athlons, either giving a precise number, or giving a general one (about half). For Q401 they broke with that pattern. All they would tell us is that Athlons substantially outsold Durons.

I believe their phrase was "favorable" when describing the Athlon to Duron ratio, again another undefined term that won't bring another lawsuit.

They did say they manufactured over 4 million XPs in Q4, but they didn't say how many were sold.....Clearly, they intended everyone to believe that they sold 4 million XPs, but they didn't actually do that.

More doublespeak. Another point to mention is that inventories were down slightly suggesting they sold more than they could make, but more what?

EP
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