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

To: andreas_wonisch who wrote (65235)	12/8/2001 1:36:31 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

andreas: "According to the last CC it's at approx. $950 million. So flash will have to do better in order for AMD to make money with the current cost structure." Yep, or experience outstanding XP growth, or some combination of each...(Could happen real fast...I remember Bill talking about JIT inventory and the rapid rate of recovery that could result once the corner has been turned...and the corner now seems to have been turned)!!! Any recovery is led by inventory, and inventories seemed to have hit their lows over the past 3 months...