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Politics : Formerly About Advanced Micro Devices
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To: steve harris who wrote (73123)9/25/1999 6:39:00 PM
From: John Goldthorp  Read Replies (1) of 1576613
 
Steve re: ajb,looks like it works both ways,

You're right, they have no clue. But then, neither do you or I ... or anyone else on SI. But there does seem to be some *sense* that AMD may be doing a little better than expected. Accordingly, the estimates are up a little. The discomfort felt by the buy-side analysts with a hold is increasing -- just a bit.

Dresden is the whole deal wrt AMD -- and that can't be predicted.

Regards-- JG

p.s. These analysts also understand that AMD's flash business is worth a *whole lot* more than it was at this time last year -- increasing the nervousness.
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