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

To: dougSF30 who wrote (135731)	10/11/2004 12:26:38 PM
From: g_w_north	Read Replies (1) \| Respond to of 275872

<AMD was aware of Intel's inventory when they predicted stronger than seasonal (10-12%) growth in Q4 CPG revenues. That's unusually strong guidance for Hector.> It would have been a disaster for Hector to say otherwise. I've never heard either company say "we see increased competition in the upcoming quarter because of the competitions inventory buildup". It is a unique situation that will probably impact AMD on the low-end and in flash but every little bit is a big deal when your profits are 'only' ~$50 million/quarter.