Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Pravin Kamdar who wrote (70577)	9/1/1999 10:50:00 AM
From: DRBES	Read Replies (1) of 1574267

re: "AMD @ $21 and climbing on good volume. I LIKE IT!" Obviously, so do I! Do not, however underestimate the overhead supply here and its ability to kick the common back, at least temporarily. Also, among other statements, inTEL says that they will ship cuONTIME in October. (Early, late? ... Meager quantities...big ones I do not know. This may impact the behavior of AMD common though it should not.) Given the rumored surprisingly excellent speed bin distribution of K-7's and the rumored much higher than originally expected yields already; AMD could be in a position to respond aggressively almost immediately. Regards, DARBES

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