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Politics : Formerly About Advanced Micro Devices

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To: Gary Ng who wrote (53337)3/24/1999 9:39:00 AM
From: Jim McMannis   of 1581518
 
Gary,
RE:

BTW, did you have your computer problem fixed ?

BTW2, do you think AMD is a bargain at today's price ?"...
----
Yes, after changing 50 lines of code I got office professional to run.
Microsoft admits there is a problem with running Office on certain configurations. Too bad they don't offer much of a fix.

Is AMD a bargain? All I would do here is nibble at best. The cloud overhanging AMD now is just how much they will lose in Q1 esp. due to the one time charges which I estimate at $20M-$40M, R&D etc.
The yield problems on the K6-III should be worked out by the end of the quarter. Next qtr. should be better. The stock price should start looking forward then....but will probably work lower before then.

Jim
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