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

To: Jim McMannis who wrote (63027)	6/23/1999 7:32:00 PM
From: kash johal	Respond to of 1570757

Jim, Re: Inventory There are several interpretations on the inventory. 1. AMD couldn't sell them at any price. 2. AMD chose not to sell them at any price and to wait for Cyrix dump to close out. And to enable it to allocate more resources to Athlon production ramp. I certainly hope it's the second option. Unfortunately this is the kind of thing covered in the conf. call. We should get some reactions in a few hrs I imagine from the analysts. Regards, Kash

To: Jim McMannis who wrote (63027)	6/23/1999 7:34:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1570757

Jim and Thread - Looks like Steve Porter and survivin get to share the proceeds Message 10075584

To: Jim McMannis who wrote (63027)	6/23/1999 7:39:00 PM
From: Wowzer	Read Replies (1) \| Respond to of 1570757

I think we can safely say there are now three certainties in life; death, taxes and AMD warning every qtr. But as management likes to always say next qtr will be better! LOL Time for senior management to reprice their options again, you don't want these highly qualified people to leave do you?! Maybe management will reprice your cost basis as well..ah didn't think so. This stock is going to get spanked big time tomorrow and rightfully so.

To: Jim McMannis who wrote (63027)	6/23/1999 8:12:00 PM
From: Xpiderman	Read Replies (1) \| Respond to of 1570757

AMD's "earning" history in last few years and the new post-warning "earning" projection: AMD 1996 1997 1998 1999 2000 Mar $0.07 $0.09 -$0.39 -$0.81 -$0.25 Jun -$0.33 $0.07 -$0.45 -$1.05 -$0.05 Sep -$0.25 -$0.22 $0.01 -$0.70 $0.00 Dec -$0.15 -$0.09 $0.15 -$0.50 $0.05 Year -$0.66 -$0.15 -$0.68 -$3.06 -$0.25 Yr./Yr. -123.5% -77.3% -146.6% -390.0% ??? Well, here are the hard facts and reality: AMD has been loosing big money in last three years in an average of ~-$0.20/share per quarter in last 14 quarters. Since first quarter 1996, AMD only made 5 minor positive earning quarters, including one 1 penny quarter. Since first quarter 1996, AMD had a whopping 9 losing quarters! Now AMD is making two more new losing records: #1, biggest annually loss ever (approaching -$3.00 /share by 2000)! #2, six consecutive warning/negative quarters in row, at an average of -$0.56 /share per quarter! Almost very time people, especially new investors, listened and believed AMD Sander and bought AMD shares would end-up big losses. Remember, when you make a investment, the three most important factors you must consider: "management", Management" and "MANAGEMENT". Please ask yourself, does AMD have a good management?