Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: 5dave22 who wrote (12870)	10/11/2000 11:56:06 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 275872

Dave - RE: "Change my mind, please!" I'll let your brain wrestle this one. ;) I'm confused also. In AMD's three reiterations this Q, they included the 7.2M Q4 number. And of course now we hear stuff from OTHER people guiding that number down. Most my money isn't in AMD and I'm not a gambler so I'm just gonna wait for the CC.

To: 5dave22 who wrote (12870)	10/11/2000 12:01:17 PM
From: Chung Lee	Read Replies (2) \| Respond to of 275872

Dave, <7.2M is not that many chips in comparison with Intel. They have done no support to boost demand vs Intel. If they drop it to 5.5M, they will lose market share in Q4 and AMD will likely crash further.> you are buying the analysts wag hook, line and sinker, they don't know any more than you or I, anything under 7M is just their dreamed up numbers with no analysis, you might as well ask a 3-year old.