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

To: kash johal who wrote (3874)	8/7/2000 1:42:57 PM
From: Charles R	Respond to of 275872

Kash, <If we assume that they knew June 1 that there was a problem.> It appears that AMD did not recognize the severity of the problem on June 1. Otherwise, I doubt if Durons would have been launched with July OEM expectations. <With a 12 week production cycle - Sept 1 is when the irongates should start rolling from UMC in large volumes. I can see the quarter as touch and go.> I don't see it that way since KT133s seem to have rampedup at this point but the execution todate does leave some room for doubt. <If they can expedite product thru - they could well ship a ton of product in september.> Gateway and Compaq have publicly talked about holiday Durons so that is a good sign for September volumes on VIA. <If there's a hiccup the quarter is likely shot. If i had that information in July it would have made sense to short starting after the numbers for Q2 came out.> IMHO, shorting this stock is playing with fire even if one has the right trading skills. Chuck