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Politics : Formerly About Advanced Micro Devices

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To: Bruce A. Thompson who wrote (51224)2/28/1999 11:49:00 AM
From: DRBES  Read Replies (1) of 1572712
 
re: "I PREDICT $.15 FOR Q1!!"

I hope that you are correct; even conservative. But you are probably not. AMD almost always surprises negatively. Brace yourself for even one more negative surprise.

The real issues are speed bins, yields, and flawless K7 execution not to mention getting up a new facility (Dresden) on thin staff. They have a recent, though not uniformly, bad record in all of these areas. Brace yourself for some disappointments that the market may not easily forgive.

Regards,

DARBES
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