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

To: jjayxxxx who wrote (45188)	6/26/2001 12:27:50 PM
From: peter_luc	Read Replies (2) \| Respond to of 275872

jjayxxxx, thanks for the link! Unfortunately, there are a lot of bad news for AMD in the article. See for example this quote: "(...) it appears that May turned out to be pretty dismal for the top tier companies. The four largest Taiwanese motherboard makers normally ship something on the order of 3 million motherboards per month. In May, total shipments for these four manufacturers is reported to have been under 1 million, creating a great deal of concern in the industry. It is not clear at this time whether any particular platform was exempt, however unofficial reports indicate that these manufacturers were holding on to a lot of inventory at the end of the month, including Socket A boards. On the other hand, several of the Tier 1 manufacturers indicated that Pentium 4 shipments recently picked up fairly significantly." Also, the outlook for AMD is rather negative as long as AMD has no 0.13µ product available. The author also states that success with Hammer is absolutely critical for AMD. Well, I don't expect any positive surprise concerning Q2. On the contrary... :( Let's all hope that Hammer will not be late and that it will fulfill its promise. Let's also hope that AMD will get some good Alpha engineers (and maybe some of Compaq's compiler people, too). Peter