Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 233.54

-1.8%

Nov 7 9:30 AM EST

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To: gvatty who wrote (243062)	10/30/2007 5:19:05 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 275872

well, you named many possibilities, but not the actual one. Demand is higher than anyone had expected, and is higher than production capacity. Of course "demand" is at a price level. At the current price level, there is demand exceeding supply of both Intel and AMD. Both ended with reduced inventory in q3. Which is abnormal, since q4 demand is usually higher than a quarter's production capacity. And is usually filled by drawing down inventory, which is stocked during q3. The indication of whether I am right or not is whether Intel has record revenue this quarter, or not. That's why I pointed out that Intel could end with revenue higher than $11 B. Likely you don't follow Intel. That would be a record exceeding any prior quarter of Intel or any other chip maker. That would be a sign or strong demand. Not bad yield or poor customer service. More a sign of Intel not needing to accommodate demand at a low price. In last CC, they said they declined deals they didn't like.

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