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

To: TimF who wrote (47368)	7/12/2001 7:28:22 PM
From: maui_dude	Read Replies (1) \| Respond to of 275872

Tim, Re : "The negative spin would be the claim that AMD stuffed the channel big time in June." From an SSB report by Jonathan Joseph (posted on Intel thread 2 days ago): "Furthermore, we have been hearing that the company [AMD] pulled in at least one record order just before the quarter close to help make its quarter. Quarter end deals almost always are negotiated at a substantial discount. While these sharp price cuts have definitely boosted processor volumes, it appears that this has come at the cost of significantly lowered gross margins." It implies that AMD did whatever it could to claim that they grew the market share. Imagine a earnings report/forecast like they gave today and a loss of market share - would have been devastating for the stock price. Maui.

To: TimF who wrote (47368)	7/12/2001 7:32:03 PM
From: Road Walker	Read Replies (2) \| Respond to of 275872

TW, re: Could be any of these, or parts of each, or something else that I'm not clever enough to think of at the moment. In the CC they explained that back to school processor shipments usually come at the end of June. That makes some sense. I don't buy into the market share gains. AMD has no idea what Intel shipped. We have to wait until Tuesday to get a clearer picture. John