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


To: andreas_wonisch who wrote (7050)8/30/2000 6:08:22 PM
From: TechieGuy-altRead Replies (2) | Respond to of 275872
 
Personally I find the following more interesting:

Ruiz said that AMD remains on target to double sequential shipments of seventh-generation AMD Athlon and Duron[tm]
processors to 3.6 million units in the current quarter and to double unit shipments again to 7.2 million units in the
December-ending quarter.


reiterating guidance at this point in the Q, means that they are very sure of delivering in Q3 and since most designs and volume projections are probably already done for Q4- also for Q4.

I love it!
I've been following AMD for more than 4 years, and the only thing that worries me (and I'm sure others- looking at the stock price) is an "unexpected" yield crash or mask fix that did not work, or expected orders that did not materialise.

Consistancy and predictability will go a LONG way in giving AMD a better valuation.

TG



To: andreas_wonisch who wrote (7050)8/30/2000 6:36:41 PM
From: Bob HowarthRead Replies (2) | Respond to of 275872
 
Please explain why this is good. Thanks in advance.



To: andreas_wonisch who wrote (7050)8/30/2000 9:38:36 PM
From: Road WalkerRead Replies (2) | Respond to of 275872
 
AMD announced today that Larry Hollatz, group vice president of the company’s Computation Products Group, has resigned to pursue other interests. Effective immediately, Hector de J. Ruiz, AMD president and chief operating officer, will serve as acting group vice president for the business unit which produces PC processors.

Why did this guy get fired? Was it because everything is going great?

John