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

To: muzosi who wrote (82776)	6/18/2002 5:47:18 PM
From: andreas_wonisch	Read Replies (2) \| Respond to of 275872

Glad I sold CCs yesterday. The warning is what I expected for some time now but the magnitude is much worse. With this new guidance I expect ASPs to be in the sub $70 range and units considerably down (at least 10-15%). With Thoroughbred not scaling well and Hammer not appearing until Q4 the next several quarters will be a world of hurt for AMD IMO. The only possible upside will come from flash. But I don't think the stock will recover from the sub $10 range (AH $8.86) for several months from now. Andreas