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To: Dan3 who wrote (140300)7/27/2001 8:15:14 PM
From: Windsock  Read Replies (1) | Respond to of 186894
 
Re: "That sounds more like rapidly increasing sales momentum to me"

There is no indication anywhere of rapidly increasing momentum. If the momentum is so great, why is AMD forecasting a loss in Q3?

Re:"It isn't channel stuffing when the pipeline is empty and retailers are hungry for the goods you're selling."

Total nonsense. SSB reports that AMD acted to "pull in at least one record order just before the quarter close to help make its quarter".

This is not customer demand. It is AMD making sweetheart deals to pull Q3 sales into June so it can "make its quarter" and attempt to conceal its problems from investors.

It is incredible that you can look at an effort to deceive and find proof of accelerating demand in the market place. A brazen display of your logic distortion methods to "prove" that failure is actually success.



To: Dan3 who wrote (140300)7/27/2001 9:34:28 PM
From: Paul Engel  Respond to of 186894
 
Blow Hard Dan - Re: "AMD systems were largely sold out in many retail locations - a point gleefully observed by Intel longs and the reason why I stopped posting a weekly ad listing. Not much point when it was all Intel mid-Q2. "

Typical SLEAZE DROID TACTIC - only post data when it is favourable to AMD !!