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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Cirruslvr who wrote (120988)7/26/2000 6:33:57 PM
From: Charles R  Respond to of 1585195
 
<With the chipset snafu, I think flash (and suprisingly strong communication group) helped save AMD's butt in Q2. The CPG hasn't proven it can hold itself up yet. Maybe early next year. >

I disagree. (but you probably knew that anyway).

The stock is being hammered on bad news on either flash or processors.

I think Q2 wouldn't have been a problem even without flash. The growth would have looked roughly the same. Currently lion share of the cash flow is coming from processors.