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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (1349)7/19/2000 5:45:45 PM
From: EricRRRead Replies (3) | Respond to of 275872
 
Check the inventory paul, poor chip set support was to blame. Tight demand will allow AMD to sell those chips in the next quarter.

AMD's processor sales increased only 4% from Q1 2000 to Q2 2000 :

$644M to $667M .

In Q1 2000, Processor sales increased 12% from Q4 1999:

$577M to $644M

Is AMD's Momentum slowing down?



To: Paul Engel who wrote (1349)7/19/2000 5:53:00 PM
From: PetzRead Replies (2) | Respond to of 275872
 
Paul, re<AMD's processor sales increased only 4% from Q1 2000 to Q2 2000 : $644M to $667M>

You're forgetting that AMD guided that chipset would be down in Q2, I think the number was $20M. That changes the CPU revs to +8% q to q.

The reverse was true for Q1 vs. Q4, chipset sales growing, so its 12% was inflated.

Petz


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