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


To: Bill Jackson who wrote (50722)8/10/2001 10:53:02 PM
From: YousefRead Replies (2) | Respond to of 275872
 
Bill,

Re: "Yousef, It will take time for AMD to grow more share."

I actually agree with you Bill on this point ... The question is
whether AMD has enough time to accomplish this. AMD has already
predicted a loss for Q3; Surely Q4 must be in jeopardy as well.
The stock could go down to "single digits" (TM StockMan) during
this time. My understanding is that AMD is already starting to outsource
their wafer fabrication to TSMC. This is NOT a good sign ... But, an
indication of the extreme financial strain that AMD is under.

Make It So,
Yousef