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

To: Kevin K. Spurway who wrote (65308)	7/14/1999 6:41:00 PM
From: kapkan4u	Read Replies (2) \| Respond to of 1574095

<Kevin - re: It isn't going to go to $13.> I would guess it will open at around $17 tomorrow with a close at around $17 1/2. Kap. PS. A lot will depend on CC or course.

To: Kevin K. Spurway who wrote (65308)	7/14/1999 6:57:00 PM
From: Petz	Respond to of 1574095

Kevin, some thoughts on Atiq's resignation, 1. There may have been differences with Jerry on how quicly to ramp the Athlon. 1M units in Q4 is not impressive to me. 2. It is possible that Atiq said, "Its you or me, Jerry," and lost. If so, the board of directors will have something to say about it. 3. If Atiq left just because he has a gazillion $, it wouldn't be a sudden departure. Heck, they'd let him keep his title and do no work, rather than upsetting the entire investment community. 4. I've never been a "Jerry hater" on this thread. IMO, without him there would be no K6, no K6-2, no Athlon, but also no Celeron, no SSE and the cheapest CPU would be $200. AMD would be just now escaping about 8 quarters of consecutive losses due to flash and comm group recession, with the prospect for peak earnings of about $2.50. So, ex-Jerry, the downside would have been almost as bad and the upside more limited. That said, if Jerry had anything to do with Atiq's departure, the board should replace him. Maybe thats the meaning of "assess future role." Petz

To: Kevin K. Spurway who wrote (65308)	7/14/1999 8:49:00 PM
From: Marc Albert	Read Replies (1) \| Respond to of 1574095

Kevin: RE: "If AMD is serious about shipping 1 million Athlons in Q4, that's pretty good news." This will all depend on: 1.-Will AMD actually be able to produce 1M Athlons in the 4th quarter? 2.-If they actually pull off #1, will any computer company (IBM, CPQ, etc.) want to buy the Athlon? 3.-If #2 happens, will the consumer opt for an Athlon computer? 4.-Will Intel sit by and watch this happen without "aggressively competing"? 5.-Will the average user (consumer and business) be able to discern a meaningful difference between a PIII - 600 MHz and a 600 MHz Athlon? 6.-If all of the above is true, will a million Athlons do it for AMD? 7.-Will AMD be able to successfully ramp to the number of Athlons that will bring them to profitability. 7.-Can anyone still believe Colonel Sanders's pronouncements? -Marc