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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: BUGGI-WO who wrote (198008)5/20/2006 9:27:24 AM
From: niceguy767Read Replies (1) of 275872
 
I'm intrigued by your "looking into the channel" comments in a previous post and, if I've heard you right, seeing almost the opposite of Eric Ross who is calling for a amjor bust by AMD in Q2 owing to their rapid inventory build since the end of Q1.

I'm looking at CPU's here:

pricewatch.com

and see price strengthening in Athlon 64 3200's 3700's and FX 55's and firm pricing elsewhere. Totall inconsistent with the Ross view of the AMD universe.

You don't suppose that Ross could be confusing INTC's very serious inventory problem with AMD's do you?
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