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

To: wanna_bmw who wrote (85227)	7/17/2002 6:51:22 PM
From: Robohogs	Read Replies (2) \| Respond to of 275872

It is also equally likely they did not have Athlon chips to sell - still no proof that mfg is fine on 130 nm for the thoroughbred chip. Or even if it is okay now, maybe it was not in time to meet the quarter and they decided to let the quarter come out where it would. The heavy concentration of Durons says either no one wanted Athlons since they cannot compete with Intel (i.e., almost 1 Ghz behind) (which I do not necessarily believe) or manufacturing problems or the economy is even worse than many here fear and the consumer wants cheap, cheap, cheap. Jon

To: wanna_bmw who wrote (85227)	7/17/2002 7:10:49 PM
From: Petz	Read Replies (1) \| Respond to of 275872

I sold my Intel NQKW Nov 17.5 calls @2.70 for a few hundred profit, figuring a bad AMD CC might depress both stocks. BTW, when AMD says they took back inventory from the channel, I don't think they mean that they bought CPUs, just that over the quarter the inventory of CPUs in the channel was reduced. I think AMD and the channel had a big inventory of Durons going into Q2. Petz

To: wanna_bmw who wrote (85227)	7/17/2002 7:13:25 PM
From: Gary Kao	Read Replies (1) \| Respond to of 275872

Your provocative numbers would suggest AMD will lose $200 million next quarter...would you hazard a guess how much longer it can last (with already LT debt exceeding cash on hand). As always, thanks much for your thoughts, Gary