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Re: DARBES post# 49642

Tuesday, 12/21/2004 2:00:20 PM

Tuesday, December 21, 2004 2:00:20 PM

Post# of 97580
Stops being taken out is probably part of it. 15M shares traded so far, not bad for the week before Christmas. Well it looks like the worst is over, maybe someone figured out that flash really isn't the biggest part of AMD's business? Anyway, it's probably the little flash guys that are eating it worst. AMD's continued move to mirrorbit and 110nm are probably insulating AMD from the worst of the priceing action. AMD's probably not liking the market but doing ok. Not much of a surprise to us that this is going to be a CPG quarter, but without flash the q probably isn't going to be as big as a few have speculated/wished.
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