Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TimF who wrote (153597)	10/18/2002 1:30:29 PM
From: tejek	Read Replies (1) \| Respond to of 1581336

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, this is a guess........but we know that AMD blew out chip inventories in the channels. In addition the China deal is a possibility. I think both are feeding AMD's optimism while I think INTC's ASPs are down due to their stealing market share, and like you say, they have too much inventory in the channels although they deny that that's true. I think both those issues may be contributing to their negative outlook. However, I also am concerned that AMD may be blowing smoke but that's because of market conditions rather than believing they would deliberately mislead us. Does the above sound reasonable to you? ted