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To: Burt Masnick who wrote (84306)	6/23/1999 4:18:00 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Burt, RE: Some of the "it must be a pony" crowd on the AMD thread think it must be to announce wonderful happenings with the K7. That was hilarious. Well, we'll get to find out pretty soon. Trading halted on AMD.

To: Burt Masnick who wrote (84306)	6/23/1999 5:41:00 PM
From: Jean M. Gauthier	Respond to of 186894

Right on everything Burt... Very good predictions, except AMD did even worse than you thought ! 200 Million loss Wow ! Take care Jean

To: Burt Masnick who wrote (84306)	6/23/1999 7:03:00 PM
From: Jules B. Garfunkel	Respond to of 186894

GREAT POST AND CALL BURT! I thought your analysis of AMD was outstanding and "right on the money. Best regards, Jules

To: Burt Masnick who wrote (84306)	6/23/1999 7:07:00 PM
From: Process Boy	Respond to of 186894

Burt - Second the motion. Good call! I just love good analysis before the fact. Burt wrote: <My own view is that some of the customers they lost with the shipping problems last quarter never came back or came back timidly. That, coupled with agressive Celeron pricing, is likely causing an overhang of unsold and/or fire-sale prices on the low-end chips. The only good news in this that I can see is that most investors already expect the worst news short of bankruptcy from AMD for this quarter so it's difficult how they can disappoint. On the other hand, some investors may conclude that the company that shot itself in the foot so often has taken to shooting itself in places higher up the torso.> PB