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

To: Björn who wrote (20662)	11/27/2000 12:14:25 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

If AMD has told RS that they are experiencing manufacturing problems with the Palomino, that would definitely be material information and a violation of full disclosure. Pravin.

To: Björn who wrote (20662)	11/27/2000 6:10:42 PM
From: Charles R	Respond to of 275872

<Robertson Stephens says that AMD is experiencing manufacturing problems with their next-gen chip and will not be shipping in the current quarter as expected;> This has been public at least since Nov 7th. <.. expect price cuts from AMD to be moved forward from January to now to make up market share; also expect Intel (INTC) to announce price cuts soon with the current weak demand enviroment. > I guess both of these are valid concerns given the Palomino slip but I fail to how this would be news-worthy unless the stress is on "demand environment". edit: I didn't realize the sensitivity of "manufacturing problems" when I first wrote the response. If RS is really aware of any manufacturing problems, which I think is a 0.001 probability thing, this could be significant.