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

To: kash johal who wrote (63158)	6/24/1999 1:30:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1570804

Kash - Re: " Paul,Good call on the excess inventory." Thank you, Kash ! Re: "What are your thoughts on lossess for Q3." AMD will probably lose another $120,000,000. Now that they offer a 600 MHz Athlon, their customers will pay only peanuts for 35/400/450 MHz Kdawg 62's. Re: "Do you think they have sand bagged a little with the $200M number or are they still hiding skeletons for Q3." I believe that AMD believes their own BULLSH*T - and expect the K7 to be an enormous financial success. If it isn't - and I'm fairly certain it won't be - AMD management will be suddenly surprised and will shock us all again with a tale of disaster and defeat at the Hands of "Intel The Barbarian". Paul