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


To: Pravin Kamdar who wrote (68360)8/10/1999 10:46:00 PM
From: Elmer  Respond to of 1579330
 
Re: "I know you are not worried about the Athlon (yeah right!). But you had better be worried about the Biathlon and higher multiprocessor systems. I would suggest that you secretly buy some AMD, but I'm sure that you already have."

In true spirit I'm worried about everything but I don't hold any AMD shares. I just keep selling those puts, month after month after month while AMD keeps going nowhere. As for being worried, are you worried about Jerry's admission that it will be "sometime next year" before AMD is profitable? It used to be "next quarter" now it's "next year". Do I hear "next millennium"? With K6x at give away prices and the MIA-thlon still nowhere to be found, it seems that another staggering loss is in store for Q3 & Q4. That's why Jerry is trying to hock 1/2 the Dresden fab to keep the bill collectors at bay for just a little longer cause profits are "just around the millennium". But hey! those foils sure look good don't they! And those benchmarks from unavailable motherboards running unavailable MIA-thlons beat anything Intel has this month so things sure look bright! Hang in there...AMD has soooo much potential...

EP