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: Elmer who wrote (28166)	1/28/1998 3:35:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1572713

Re: "Analysts seem content with AMDs "who knows?" position on their ability to meet demand." 1) AMD has made it pretty clear that they CAN'T meet demand. 2) Analysts are accepting AMD's reluctance to give estimates because the is such a CLEARLY wide divergence of possible outcomes. If they successfully get .25u up and running, they'll ship a LOT of chips. If they don't, they'll ship far fewer. What would you have AMD estimate? An expected value somewhere in the middle which will almost certainly incorrect? For once AMD is doing the proper thing and keeping their mouths shut.