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

To: SisterMaryElephant who wrote (48127)7/17/2001 7:24:03 PM
From: Pravin KamdarRead Replies (1) | Respond to of 275872
 
Bryant claimed on the CC and in a later CNBC interview that their wide range in guidance for Q3 was due to the fact that the quarter is heavily loaded in September, and that if the timing is off, and things slip a little into October, they would be at the low end of guidance. Their guidance also assumes the quick adoption of i845+SDRAM. Everyone at Intel must have their fingers crossed. SIS735 and nVidia nForce will be in force in September. I wonder how many of those back-end orders Intel will get when OEMs see that Duron+nForce beats P4+i845. Bring on the benchmarks and PC rag reviews.

Pravin.



To: SisterMaryElephant who wrote (48127)7/17/2001 7:24:52 PM
From: jcholewaRead Replies (2) | Respond to of 275872
 
> If Intel stuffed the channel, I would expect a very bad
> third quarter from them, like maybe even a loss. However,
> that is not what they are predicting. It is in fact AMD
> that is predicting a loss. My guess is that AMD is the
> guilty party

AMD (and probably Intel, as well, I still have to go through the CC) is predicting record unit shipments in Q3. This does not necessarily jive with what you are saying.

-JC


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