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

To: combjelly who wrote (51145)8/15/2001 1:38:05 PM
From: Monica DetwilerRead Replies (3) | Respond to of 275872
 
combjelly - You wrote They should have, since IBM stopped in May. Of course, the volume was so low that they might not have noticed.

Everybody seems to miss that there are two concurrent facts that impacted AMD severely in May. 1) IBM dropped AMD CPUs in May and 2.) AMD's CPU sales were extremely poor in May. AMD had to sell a huge number of processors in June just to make their quarter.
Why are the people on this thread glossing over these two facts? Instead, everyone is rewriting history and dismissing IBM as an unimportant customer.
In May, they were apparently a very important customer that AMD lost.
monica



To: combjelly who wrote (51145)8/15/2001 9:03:13 PM
From: YousefRespond to of 275872
 
combjelly,

Re: "Of course, the volume was so low that they might not have noticed."

Yes, AMD hasn't done well in the "business space". Other OEM's
might come to the same conclusion. This would leave just the
"mutant alien blaster space" for AMD. <ggg>

Make It So,
Yousef


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