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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (36970)	9/11/1998 2:47:00 PM
From: Petz	Read Replies (3) of 1570351

Ten, re:<Wouldn't AMD be the company that would shout out to the countryside if it expected to beat estimations?> No, it would not. For the second quarter AMD estimated production (in units) of 2M to 2.5M. Most analysts pegged the number closer to 2 than 2.5, but AMD actually sold 2.7M. This quarter, AMD originally estimated 3 to 3.5M units, but recently changed its estimate to "at least 3.5M." I think your second hypothesis about what's going on is the accurate one: 2) AMD is learning to be more conservative with pre-announcements. Petz

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