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

To: richanfamus who wrote (34816)4/4/2001 1:20:56 PM
From: niceguy767Respond to of 275872
 
richanfamus:

"Clearly, AMD has more flash capacity than they can sell, else they would merely re-sell the devices targeted for Alcatel and avoid a stinky mess. Instead, they entered into a law suit with a customer - a real sticky issue."

"Clearly" maybe for you, certainly not me...Alcatel welched period and must be called to task...Q1 flash will probably be flat to up in Q1 and currant guidance calls for 20 to 30% year over year!!!



To: richanfamus who wrote (34816)4/4/2001 2:02:43 PM
From: PetzRead Replies (3) | Respond to of 275872
 
rich&fam, "Clearly, AMD has more flash capacity than they can sell, else they would merely re-sell the devices targeted for Alcatel and avoid a stinky mess. Instead, they entered into a law suit with a customer - a real sticky issue."

How do you know they didn't resell Alcatel's allotment? Sell their allotment and then sue them for not taking it. I like that strategy! :-)

Petz


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