Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (85873)	1/7/2000 6:07:00 PM
From: survivin	Read Replies (2) of 1572919

Gateway back in AMD camp next week more confirmation. This Kumar quote is interesting "We believe that the December quarter results and the Gateway design win will be adequate catalysts to take the stock to the overhead supply level of $36." Is this overhead supply related to the convertible bond offering? I noticed the same quote yesterday. Anyone remember the details of this offering? At least we know Tads OK: "They are more marketing limited than production limited," said A.A. "Tad" LaFountain, an analyst with Needham & Co., meaning that AMD's problem now lies in distribution." news.cnet.com

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