Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (48309)	2/3/1999 11:41:00 PM
From: Fred Fahmy	Read Replies (1) of 1571984

Paul, I can't understand why any "deal" or potential deal, for that matter, would be cause for them to pull out of these conferences. My guess is that it has to be somehow related to operating/financial issues (yields, margins, pricing pressures, inventory etc). Most likely they are heading back into the red (after a brief encounter with profitability) and they are trying to stall a pre-announcement to that affect in hopes that things will improve over the next 8 weeks. AMD had their two quarters of profitability...now it's time to go back in the red. Look at the history and notice what happens after brief spells of profitability. Is the cycle about to continue??? Time for about 3 or 4 more quarters of losses?? AMD 96Q1 0.18 96Q2 -0.26 96Q3 -0.28 96Q4 -0.15 97Q1 0.09 97Q2 0.07 97Q3 -0.22 97Q4 -0.09 98Q1 -0.39 98Q2 -0.45 98Q3 0.01 98Q4 0.15 FF

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