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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (119212)7/5/2000 10:31:34 AM
From: Pravin Kamdar  Read Replies (2) of 1574895
 
Niceguy,

This price drop is a nice buying opportunity gift that I did not expect to get before earnings. Hey, if they're going to give it to me, I'll take it.

From what I gathered from CNBC this morning, the SSB guy was mostly concerned about a slow down in mobile phone handset unit growth. I guess he thinks that AMD will not be able to sell its flash memory. What an idiot. AMD has signed a half dozen long term supply agreements for flash and is completely sold out for the forseeable future.

Pravin.
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