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

To: Cirruslvr who wrote (62894)	6/23/1999 12:08:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 1570744

Cirruslvr, I'm not sure how the market would take it. I would take it as good news. Now, for a little shameless (and prehaps relevant plug). 130.113.184.129 Top 10 reason amd can't afford to screw up the K7. I was going to sit on this for a couple more days so it would be a weekly thing, but what the hell ;) Steve

To: Cirruslvr who wrote (62894)	6/23/1999 12:22:00 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1570744

Come on you guys! How long have we been following this stock? The CC will be to announce very weak ASP and high inventory for the quarter, and that earnings will be worse than expectations. That should be the last bad news before the K7 launch. Pravin.

To: Cirruslvr who wrote (62894)	6/23/1999 1:18:00 PM
From: Petz	Read Replies (2) \| Respond to of 1570744

Cirruslvr, CC may say that XX-K Athlon's will be shipped this quarter (and paid for). However, AMD will not recognize revenue accounting-wise until official launch in August. This is similar to AMD policy of not recognizing revenue from shipments to distributors until the chips sell through. All I can say is, the penalties for an OEM to return the chips had better be pretty Draconian and insured by Lloyd's of London. A positive thing about having no Athlon machines available until August XX, is that there can be an effective advertising blitz to correspond to the day of the release. Might even make the 7PM national news. Petz