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

To: Goutam who wrote (2263)	7/25/2000 7:06:30 PM
From: Mani1	Read Replies (3) \| Respond to of 275872

Goutama re <<Didn't AMD say in Q2'00 CC, that Q3'00 revenues will be higher than Q2'00 revenues even with the exclusion of the disposed communications business?>> Yes they did. They also said that they are getting better than expected support on the chipset and MB front, I don't buy it. They also implied that Duron is sold out for the quarter. I wonder if that meant firm order or not, I assume that big OEM can bow out of the contract if there is no MB available. Are the mother board makers having more problem than anticipated to ramp manufacturing the socket A MB due to some inherent problem with the bus and socket A? I am worried because I have not seen any system well after a month of announcement and almost a month into a quarter where they expect to double the sale of the Athlon line. I am not buying back the shares I sold yesterday till I feel better about this. For now I hold on to still a significant amount of share I still have. Mani P.S. I am trying to make up for Paul not being here :)