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: Tenchusatsu who wrote (153604)	10/18/2002 1:41:34 PM
From: tejek	Read Replies (1) \| Respond to of 1580832

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. Ten, I agree........I think they sold off the channel inventories from Q2 real cheap; hence, the poor revenue totals for Q3. 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. Agree again.....see my post to Tim. Now, why is INTC so negative.......again see my post to Tim, and tell me if you do or don't agree. ted