Advanced Micro Devices Inc (AMD)

[Golfbum]

re: guidance, opteron volumes and pricewatch listings.

to the extent pricewatch listings are from "approved" channels like authorized distributors amd no doubt has price protection in place and either can't count these opterons as sales out or must take reserves for priceprotection.

to the extent pricewatch listings reflect an opteron inventory buildup in "non-approved" channels then amd can chose to accept these as sales out and claim some momentum. but remember to what happened last year when amd had to go "clean up the channel"...

gb