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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (71242)9/7/1999 3:04:00 PM
From: Jim McMannis  Read Replies (5) of 1574349
 
Kash,
RE:"The stock has been unusually strong considering the awfull Q3 numbers expected."...
I suspect there will be one last chance for the Intelabbees to buy AMD after the Q3 earnings and the Intel/Dell C-u-latermine is announced in late October. That will be the last false hope for Intel. Shortly after, AMD will up the ante to 750 and beyond. You see...the K7 will run at 1000 Mhz on .25u with a little seed path refinement and about 1400 MHz on .18u.

Jim
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