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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (153593)	10/18/2002 8:22:16 AM
From: TimF	Read Replies (1) \| Respond to of 1580783

Seriously, they are claiming that they will sell a lot more chips this quarter than last, and they see business picking up in general. On the other hand, INTC was very down beat Possibilities 1 - AMD is blowing hot air. 2 - Intel is being conservative (maybe both 1 and 2) 3 - Intel stuffedthe channel and so expects lower demand next Q. 4 - (perhaps least likely but the best for AMD) Both Intel and AMD think AMD will be in a better competitive position in the next Q. 5 - AMD anticipates getting or has gotten a big order from one of the box makers. Any other ideas? Tim

To: tejek who wrote (153593)	10/18/2002 12:32:39 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1580783

Ted, I think AMD stuffed the channel in Q2 and thus had to let it drain out in Q3. Plus they're trying to get higher-speed (and thus higher ASP) parts out, but it's obvious that they're having production problems with them. I think their upbeat Q4 forecast is based on less inventory and an aim toward solving those production problems. And like I said in my previous message, with a huge miss in Q3, anything that is better than the toilet is great news. Tenchusatsu