Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: DRBES who wrote (58614)	5/18/1999 11:45:00 AM
From: d e conway	Read Replies (2) of 1583515

Darbes... << days of obtaining it at really bargain prices may be behind us >> Are you being optimistic? What will drive this stock up? Positively: 1). K7 imminent announcement. 2). Yields have improved dramatically (we've heard that one before). 3). Some competition folding up their tents. Negatively: 1). Nasty on-going red ink hemorrage...horrible Q2(?). 2). Massive price WAR driving ASPs ever lower...chipzilla's getting really nasty. 3). New credit restrictions imposed...signs of low confidence? 4). Massive new costs associated with Dresden coming on-line. 5). Shareholder lawsuits Unknowns: 1). How soon will K7 help out? ...(3 months, 6 months, must we wait for Dresden with .18u?) 2). How good will K7 really be? ...the bottom-line cure? ...what will be the competitive response? 3). Will Dresden come on-line nicely? What about CU? 4). What comes next...K8, K9? 5). Whither AMD management? Please help me out...I need to get back in. regards, Dan

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