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

To: Charles R who wrote (16479)	10/29/2000 7:11:09 PM
From: tejek	Read Replies (1) \| Respond to of 275872

<So that means that AMD too could warn at its analyst conference in November if the PC Xmas business ramp is 5% slower than was expected at the time of the Q3 CC. > I doubt it. Since AMD hasn't quite given guidance on what the sales number will be. The November update will tell us what the guidance actually is. Chuck, This is getting silly but my point was is that its still unclear that AMD and Intel are going to have a good Xmas in spite of Sanders CC assertions that things were fine. Sanders did say that the Athlons were sold out so that if there is a change in their status, then current Q4 EPS estimates and Sander's sequential growth projections may well prove wrong. My point was is that Fleckenstein is echoing what others are saying.....that to date the channels do not reflect the normal seasonal buildup prior to Xmas.....meaning that the decent quarter everyone is hoping for ain't done 'til its done. ted