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

To: kapkan4u who wrote (67479)	8/3/1999 5:00:00 PM
From: Cirruslvr	Respond to of 1574679

Check out the Dow's 1-Day chart of today quote.yahoo.com^DJI&d=1d Look familiar? ;)

To: kapkan4u who wrote (67479)	8/3/1999 5:26:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1574679

Kap, Re: Kamikaze klub. Yes, we have all done our analysis and going to swing for the big one. We will need that special ingredient called Luck and should all do well. Regards, Kamikaze Kash

To: kapkan4u who wrote (67479)	8/3/1999 5:45:00 PM
From: Process Boy	Respond to of 1574679

kapkan4u - <The AMD stock action suggests either utter stupidity of investors or more Athlon introduction delays. I prefer the utter stupidity, but will take delays in stride.> 1) Why would Raza quit? Do you believe he is stupid? Something doesn't make sense here if everything is all peaches and cream. 2) Did you read this? biz.yahoo.com I hardly call the market action vs. AMD share price stupid. PB

To: kapkan4u who wrote (67479)	8/3/1999 5:59:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1574679

Kap, <The AMD stock action suggests either utter stupidity of investors or more Athlon introduction delays. > It is possible that it is none of the things that you mention. Athlon launch now seems to be Aug 9th with systems being available no later than Aug 16th. I think the problem may be on the sales side. If I were to take a hack, I would say that K6 ASPs are currently in the $40+ range with volumes not being that strong. Although the K6 volumes could improve significantly by the time the quarter is over, I am fully expecting AMD to lose laptop and desktop market shares for the next 2 months. So, the question becomes, will AMD ship enough Athlons to make up for K6 weakness? I think we will get a very good estimate in the next few days. Ben Anixter went and hyped Flash at BBRS conference and I am pretty amazed by the lack of response from the investment community. I don't think analysts are listening to anything but K7 execution news reports now. Any alternate thoughts on the subject? Chuck