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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST
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To: Joe NYC who wrote (80621)5/24/2002 9:01:25 AM
From: Dan3Read Replies (1) of 275872
 
Re: if Hammer shipped in October, with real availability across the board - OEMs, Pricewatch, CPUs motherboards.
...It would mean that Hammer would materially contribute to Q4 earnings.

If Hammer really were widely available from OEMs in October, it would also materially contribute to Q3 earnings, since sales to OEMs are counted the time of the sale (unlike sales to distributors).

PS: I know that you don't expect much until late November, early December at the earliest - and neither do I, but it does look like attempts are being made to pull the whole thing in. If nothing else, maybe this will keep Hammer from being any later than end of Q4/Beginning of Q1.
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