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

To: A. A. LaFountain III who wrote (65192)7/14/1999 9:14:00 AM
From: Process Boy  Read Replies (2) | Respond to of 1578921
 
A.A. - <Intel has had two negative preannouncements over the past 12 quarters and just reported a quarter with revenues within its guidance only if you use the term loosely (flat to slightly down ends up -5% with a $400 million reserve reversal).>

Are you as critical of AMD's "guidance" as you are about Intel's? Care to tick off their track record the last 12 months?

PB




To: A. A. LaFountain III who wrote (65192)7/14/1999 9:15:00 AM
From: Yousef  Read Replies (1) | Respond to of 1578921
 
A.A.,

Re: "Does the fourth quarter have any idea of what it's being asked
to do in the face of increased competition at the high end?"

What competition at the high end ?? ... The "non-existent" K7 ?? AMD
won't be ramping this in the highest speed bins (600mhz) until early next year.
This "claims" sounds almost as "intelligent" as making a "strong buy"
statement for AMD at $27. <ggg>

Make It So,
Yousef


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