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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 209.04+0.7%Dec 16 3:59 PM EST

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To: Elmer who wrote (75846)3/30/2002 12:03:34 AM
From: Jim McMannisRead Replies (1) of 275872
 
RE:"Nobody here seems very concerned by AMD's slips. They just listen to Jerry telling them about their "World Class Yields". While Jerry slings the BS and loses money Intel ships the silicon. The sad thing is these guys lap it up."

Don't be ridiculous. Everyone here sees the slips.
But they are normal...
Tony thinks it's not all that easy and I think that AMD has not been scramblin' enough.
Intel may be pulling wool over peoples eyes with marketing but it's working. I have no idea where AMD is selling chips because I can't see too many at retail. Maybe they have a big white box business...but it has to be big because there ain't many going into retail boxes.
My main distributor says that PC sales are slow...btw.

Jim
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