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

To: Joe NYC who wrote (2282)7/25/2000 8:02:39 PM
From: Mani1Read Replies (1) | Respond to of 275872
 
Joe re <<If true, this would be a major disaster, since AMD is probably producing .9, 1.1 and 1.5 millin (or more) Socket A chips in July, August and September.>>

Sigh....

But I think Goutama's point that AMD told us just the other day that everything is fine, is valid. They would not do that if there was such huge problem in the horizon. But I think it is safe to say that the chipset issue will once again keep AMD from having a "great" quarter.

Mani



To: Joe NYC who wrote (2282)7/25/2000 8:04:25 PM
From: kash johalRead Replies (4) | Respond to of 275872
 
Jozef,

There is clearly a problem.

6 weeks after Duron intro and no product in field.

And Tbirds are rare.

I think the stock will be punished severely if they have a hiccup even if it is a modest one.

Mani's post that it could see 40 may happen and soon.

Something stinks and AMD has a history of not being forthcoming when disaster strikes.

regards,

Kash Johal


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