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

To: kapkan4u who wrote (46272)	7/6/2001 12:48:43 AM
From: Yougang Xiao	Read Replies (1) \| Respond to of 275872

Kap: <<So they can have record units in Athlon and Duron and yet sell fewer total number of CPUs in Q2 than in Q1.>> Good point. Then how do you interprete this sentence from the release today: "record aggregate PC processor unit sales" Could this mean: 1. record Athlon + record Duron = aggregate PC processor unit sales for Q2 Or 2. Q1's cpu sales + Q2's cpu sales = record aggregate PC processor unit sales that is larger hence a RECORD compared to the same period of year 2000?

To: kapkan4u who wrote (46272)	7/6/2001 12:56:18 AM
From: kash johal	Read Replies (2) \| Respond to of 275872

Kap, If they are playing such games they will lose whatever credibility they have left. The guidance for Q3 is likely to be breakeven at best IMHO. As far as new management from AMD/MOT. I doubt if they are really responsible for the Palomino/Morgan/MP slips and poor Mhz ramp. Certainly the level of veracity and timely reporting of bad news has not improved with the new blood. regards, Kash

To: kapkan4u who wrote (46272)	7/6/2001 1:51:19 PM
From: Charles R	Respond to of 275872

<You have to parse the sentence about record unit sales very carefully. Jerry is pulling a clinton here. Remember that this is the first quarter without K6-2 sales. So they can have record units in Athlon and Duron and yet sell fewer total number of CPUs in Q2 than in Q1.> Jerry pulls Clintons all the time but I checked the language a couple of times and it is clean - AMD shipped more processors in Q2 than Q1. It is possible that Jerry will say the number is 7.3M and downwardly revise Q1 to 7.2M.