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

To: g_w_north who wrote (135735)	10/11/2004 12:36:51 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Give it up. Intel had huge CPU inventories at the end of Q2, and the spin attempt back then was that it would hurt AMD's Q3. AMD grew CPG by 21% in Q3. What's changed? Nothing. Those stale parts haven't grown more attractive. If you're now shifting to flash, that's a different argument. Hector explained that he thought most of the issue was not Intel pricing, but a supply-chain imbalance caused by tier 2 and 3 players (mostly in China) over-ordering and then cancelling, as well as China's moves to cool its economy slightly. Doug