Early,
> AMD, the low cost supplier can't sell their production
I'm a bit of a bear myself, but I interpreted the AMD announcement a little differently than you. I read into the announcement that AMD is having production problems (which they're famous for) that are hindering their ability to ship enough chips to meet the demand for the K6. Either way, it isn't good news for INTC.
Jolley
From a news release:
Advanced Micro Devices Inc., a maker of
microprocessors and other chips, said Monday it now expected a ''significant loss'' in its first quarter
because of manufacturing problems earlier in the quarter with its core K6 family of chips.
Monday, AMD's co-chief operating officer, Atiz Raza, told a Morgan Stanley Dean Witter
Semiconductor Conference that the company would fall short of its previous goal of shipping 5.5 million
units of the K6 family in the first quarter.
''As we moved later in the quarter, we had a much better idea of what was actually happening,'' Allen
said, adding that the problems were a continuation of manufacturing problems that had occurred in the
fourth quarter. In the fourth quarter, AMD's earnings fell short of analysts' expectations, due to the
production problems. |
