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


To: Steve Porter who wrote (1444)7/19/2000 9:36:11 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
Steve,

re: How much crack does peck smoke..

Dunno.

If you look at everybodys estimates for AMD sales / earnings on Goutama's thwead you see that AMD had great earnings but had low sales.

I think i had the lowest extimate of SI'ers at $1.2Bn.

They clearly missed due to MB/Chipset issues.

Obviously its bad for this quarter but pretty good for Q3 of course as they start out with CPU inventory.

regards,

Kash