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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (153593)10/18/2002 8:22:16 AM
From: TimF  Read Replies (1) of 1582879
 
Seriously, they are claiming that they will sell a lot more chips this quarter than last, and they see business picking up in general. On the other hand, INTC was very down beat

Possibilities

1 - AMD is blowing hot air.

2 - Intel is being conservative (maybe both 1 and 2)

3 - Intel stuffedthe channel and so expects lower demand next Q.

4 - (perhaps least likely but the best for AMD) Both Intel and AMD think AMD will be in a better competitive position in the next Q.

5 - AMD anticipates getting or has gotten a big order from one of the box makers.

Any other ideas?

Tim
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