Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

Jan 7 3:59 PM EST

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To: Petz who wrote (197405)	5/17/2006 9:19:29 PM
From: dougSF30	Read Replies (2) of 275872

AMD was selling at capacity (drop in inventories) for at least two consecutive quarters, if not more. Nope, explicitly contradicted in the Q1 CC. Because Q2 is Q2. Flat to slightly down is OPTIMISTIC for Q2. It is? I thought AMD intended to gain market share, Fab36 ramping quickly, etc.? And the 14 weeks this Q2 instead of 13 weeks? It seems to me that some consumers must not be hearing Pavlov's bell, otherwise AMD should've been sold out in Q1, and with Fab36 online and Q2 sold out, guidance would be higher, no?

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