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

To: Scumbria who wrote (46068)1/14/1999 7:12:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 1571166
 
Scumbria,
At the end of quarter 2 AMD dumped a bunch of chips to Brazil and reduced ASPs. They sold off the stock. Same thing kind of happened again. Maybe not Brazil but dumping. ASPs came in low. Average analyst sees this as losing to Intel. So they sell off the stock.
Also remember the stock sold off after q3s earnings because Jerry said that ASPs would remain about $100. These guys only know margins...they freak when they hear lower sales prices.
I don't remember anyone here saying the CC wasn't upbeat. Just the usual, Jerry is full of BS, routine...from the anti-AMD crowd.

Jim



To: Scumbria who wrote (46068)1/14/1999 7:35:00 PM
From: Tony Viola  Respond to of 1571166
 
Scumbria, >>>If the analysts had any technical background at all, they should have understood
that the outlook was presented as very favorable.<<<

Au Contraire. I've heard that Kumar worked at AMD for quite a while. There's another one that worked at Intel, is it Dan Niles of Rob't Stephens?

Tony


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