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


To: Charles R who wrote (46379)7/7/2001 12:33:40 PM
From: Jim McMannisRespond to of 275872
 
RE:"Q3 is a stronger quarter and will have significant amount of Mobile shipments and the Alcatel settlement will probably help in Q2 (assuming that Alcatel will go with AMD sole source flash for the forseeable future"

Other than waiting for Intels shoe to drop, the worst is likely over for AMD as they transition to more mobile chips and a handfull of server chips...
When Intels shoe drops, AMD will likely take another hit.
Jim