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Politics : Formerly About Advanced Micro Devices

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To: charles moore who wrote (529)6/29/1996 2:11:00 AM
From: Jack L. Dlugach   of 1586979
 
Thanks, Charles: It sounds like you got more out of TC2000 than I did.
Keep us posted if you see any changes. I try to visit as many web sites
as I get time for because there's lots of different stories and angles
so if I see any more stuff, either good or bad, I'll post it here. I
don't think there'll be too much news on AMD unless they come out with
something new. I hope the loss for the quarter isn't too bad; if it's
just a few cents, that shouldn't be much of an impact. They said that
revenues were down about 15% so I figure that mean around $400 to $500
million for the quarter. DRAM prices seem to have stabilized. Seems
strange that Micron is going back up and trading around 26 when that's
all they make, yet this is a much better company, more diversified, and
better management and the stock is 1/2 the price.
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