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

To: Charles R who wrote (69721)	8/24/1999 2:15:00 PM
From: kapkan4u	Read Replies (2) \| Respond to of 1574882

<With all the good news why is the stock taking a breather in the midst of a semiconductor rally. Even Intel is rallying after severe price cuts and institutional dumping.> Chuck, I think the stock is reflecting severe financial imbalances associated with Athlon ramp. Most of the Athlon costs are accounted for in Q3. At the same time, due to mobo shortages the Athlon revenues are only now starting to come in. As of today AMD may be $230M+ in the red for Q3. I expect the situation to improve dramatically in September. I am looking for less than $100M loss in Q3. What do you think? Kap