Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Dan3 who wrote (112970)	5/26/2000 2:53:00 PM
From: 5dave22	Read Replies (2) of 1572340

Thread, Ms Beckham and I had an email dialogue (about three back-forths). She reassured me that everything is moving forward as AMD has stated. The recent price decline - they attribute to a short-sided analyst making a TOTALLY FALSE statement that AMD would face a chipset shortage. That is not the case (and if it is, I can now sue). She assured me demand was very strong, and AMD is working diligently to meet the increased demand. TBird/Duron are still releasing in June. She also said the production ramp in Dresden is going "very well", they will produce first shipments this quarter and that income will also be realized this quarter (from Germany). Her parting words in our final email was "Our fundamentals remain strong." Dave ps - Today sucks. If the indices weren't overinflated to begin with, AMD would have seen a stock run-up to at least the $120s at this point. They picked a POOR time to peak. :)

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