Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Steve Porter who wrote (62882)	6/23/1999 11:43:00 AM
From: kapkan4u	Read Replies (2) \| Respond to of 1570702

<Steve - re: I think today's conference will be to announce that the launch has been delayed for a large OEM.. whether it's Dell I'm not sure. AMD will also likely give 'very good' guidance for this quarter to allow all the analysts to zero in on the loss. I think once the conference is over the stock price will rebound. I believe this is more of a house keeping conference call than something overly bad.> It makes sense. AMD has to clear the decks for K7. Kap.

To: Steve Porter who wrote (62882)	6/23/1999 12:06:00 PM
From: Cirruslvr	Read Replies (3) \| Respond to of 1570702

Steve - RE: "I think today's conference will be to announce that the launch has been delayed for a large OEM" I wonder how the Market would receive info like that. The way I see it, as long as there is nothing wrong with the Athlon itself, no problems with making the Athlon, and no delays with the Athlon infrastructure, the delaying for an OEM shouldn't matter because AMD is still shipping parts and getting paid for them. I would love for AMD to say today the three things I just said in that sentence. However, if the systems are being introduced at a later time from launch, AMD will have to sell the chips at the price they would sell them for when the systems come out, one month later and at a lower price. That may explain the extremely low prices Forbes posted yesterday, if the numbers are legit. That Forbes article aldo said a K6-III 475 has been announced but Toni Beckham said that such a chip has not been introduced.

To: Steve Porter who wrote (62882)	6/23/1999 12:29:00 PM
From: Scumbria	Respond to of 1570702

Steve, I think today's conference will be to announce that the launch has been delayed for a large OEM.. whether it's Dell I'm not sure. If so, I would not want to be long on INTC tomorrow morning. Scumbria