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

To: Petz who wrote (85544)	7/23/2002 1:55:18 AM
From: wanna_bmw	Respond to of 275872

Petz, Re: "AMD suggested on the call that more PC processors were shipped in the second quarter than ended up in PCs or notebook computers. >> Exactly the opposite. AMD suggested that they shipped LESS CPU's than wound up in computers. What do you think the idea of taking inventory back brom the channel means?" You are confusing my statement, which includes the computer industry as a whole, with AMD's specific situation. Yes, AMD tried to suggest that many of the computers that shipped over the quarter did not include CPUs that they sold that quarter (i.e. the CPUs were from channel inventory). Yet, at the same time, AMD's executive staff was whining that this may not be enough. It was almost as if they were accusing Intel of stuffing the very same channel that they endeavored to empty. Tough luck, if true. wbmw