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

To: Petz who wrote (70921)	9/3/1999 3:30:00 PM
From: DRBES	Respond to of 1575523

re:"(which had a BUY on AMD, I think) saying only 200K this quarter?" Sure you did. That is why it was not a strong buy. Of course, I could be and probably am wrong; but I hear different things than that report. Look, for example at what IBM will be shipping in large quantities shortly and Compaq not too long afterwards. Do some crude calculations on ASPs and see what numbers pop out. I hear rumors of unexpectedly high yields and remarkable (hence I remark on them) speed bin distributions. Also, paUL seems to be more irrational than ever before, another excellent positive indicator. Regards and Good Luck, DARBES