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

To: kash johal who wrote (34030)	3/29/2001 10:26:38 AM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< But as folks get their earnings out the key will be Q2 which based on CISCO, Nortel comments looks grim. >> I remember awhile back everyone was arguing about how AMD's flash contracts were really structured, and if those contracts would protect them in the event of a flash glut and price drop. I have a feeling that we will find out real soon which side was right. (I personally, am very curious to the answer, but have no idea on whether they are really sheltered or not). From what they've said they should be, but I no longer have any trust with the AMD management.