SI
SI
discoversearch

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.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tejek who wrote (153593)10/18/2002 12:32:39 PM
From: Tenchusatsu  Read Replies (1) of 1581110
 
Ted, I think AMD stuffed the channel in Q2 and thus had to let it drain out in Q3. Plus they're trying to get higher-speed (and thus higher ASP) parts out, but it's obvious that they're having production problems with them.

I think their upbeat Q4 forecast is based on less inventory and an aim toward solving those production problems. And like I said in my previous message, with a huge miss in Q3, anything that is better than the toilet is great news.

Tenchusatsu
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News