Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: Elmer Phud who wrote (165056)	7/13/2005 5:02:07 PM
From: Petz	Read Replies (1) of 275872

<<It may well be that they sold most everything they could make, just at huge discounts because they couldn't place it with tier 1 oems. That would limit the potential claims a lot.>> <It would also explain canceled orders because why would an OEM go with a design that AMD couldn't supply in volume?> No, remember the millions of chips sold to South America, and, another time, Avnet, at ~$15 each? If AMD sold "everything they could make," how do you explain that production magically increased 10% every 4th quarter and decreased 25% every 2nd quarter? Also, in the decline from 2000 to 2002, AMD announced once or twice that they had too much inventory. Petz

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