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Re: KeithDust2000 post# 24760

Thursday, 01/29/2004 2:32:03 PM

Thursday, January 29, 2004 2:32:03 PM

Post# of 97762
Regarding Cray as an index of AMD's success.

Cray took a huge drop today -- 28% currently -- after it reported earnings. Apparently its guidance was negative in the minds of the market.

Perhaps the Cray drop triggered the AMD drop. Red Storm is one of 2 key products it will introduce in 2004. But that linkage seems a little thin. The success or failure of Red Storm should not affect AMD in any significant way.


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