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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (69277)8/20/1999 12:30:00 AM
From: Mani1  Read Replies (1) of 1573074
 
Charles Re <<Do you (or anyone on the thread) see anything that could impact the stock price favorably in before Q3 earning?>>

Your list is good, here is a few more,

1. Equity investment by IBM
2. Fab partner for Dresden, most likely Motorola
3. Announcement of K6III 500 and 550, K6 mobile 450
4. Announcement of K7 700
5. Expansion of product offering by Compaq and IBM
6. Adoption by smaller OEM's (tier 2?) like Quantex and Micron

All and all they have got to keep selling K7's at ASP above $350 or so. I guess we should start a competition for the next earning announcement.

Mani
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