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

To: milo_morai who wrote (44073)6/12/2001 10:29:58 PM
From: kapkan4uRead Replies (1) | Respond to of 275872
 
AMD being bled dry

theinquirer.net

Although the story has factual errors, I believe the gist of it. The 130nm and SOI ramp was planned before the demand started to go South and even then it was understood that expenses were going to rise dangerously high. In todays environment the next 3 quarters can be even tougher.

BTW, I am long AMD again. Well, sort of. I am short some puts.

Kap



To: milo_morai who wrote (44073)6/13/2001 1:13:33 AM
From: eplaceRespond to of 275872
 
Milo...now onto the workstations and servers.

Well Milo, considering the only servers we have purchased in the last two years were either Compaq or Dell, I'd think that job would be up to AMD marketing to get those into their machines. Our organization also purchases very few notebooks, but if it comes up, I'll push the A4.

Regards
Ed P.


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