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


To: TBF who wrote (71148)9/6/1999 1:44:00 AM
From: d[-_-]b  Read Replies (1) | Respond to of 1585691
 
tbf,

re: Are any credible analysts projecting positive 4th qtr. earnings for AMD?

biz.yahoo.com

3rd qtr 99 -0.97
4th qtr 99 -0.41
1st qtr 00 0.39

So about 100 million loss this qtr narrowing to 50 million loss next qtr. Perhaps a profit 1st qtr 2000, that would really make the stock fly IF it happens.

There has been talk of flash memory making up some of the difference. Who knows, we'll have to wait and see when the numbers come out.



To: TBF who wrote (71148)9/6/1999 8:59:00 AM
From: steve harris  Respond to of 1585691
 
TBF,

The significance of this is the Athlon and the K6-3 doesn't exist.
Therefore the fact the Athlon is faster than a Xeon or P3 is irrelevant.

It could be though you do not have any Best Buy stores in Washington.
bestbuy.com

You could buy a P3 system with a processor serial number and load Win98 with the NSA key on it.

Everything available shows an earnings consensus of a loss for Q4.

Are you really interested in buying an Athlon?

I almost forgot, you don't watch the X-Files do you?

steve



To: TBF who wrote (71148)9/6/1999 10:02:00 AM
From: Bill Jackson  Respond to of 1585691
 
Robert, With the lion's share going to IBM and Compaq to fulfill their production needs there are few for the rest of the world. Few in Toronto, few in Seattle. Think it will take a good production quarter to make a market presence in all the nooks and crannies.
Bill



To: TBF who wrote (71148)9/6/1999 11:43:00 AM
From: Dan3  Read Replies (1) | Respond to of 1585691
 
Re: Up here in Seattle, I have yet to see any indication...

The chicago Trib has a page in the business section where some of the local outfits advertise. 2 of 6 are offering Athlons - but only 1 of the six indicated motherboards in stock. I also just received a catalog from Global Computer that has 4 pages of systems that can be configured with your choice of Athlon or Pentium. I called them and was told that they are assembled to order and drop shipped. Delivery for Athlon and Pentium III was the same 7 - 10 days. But it does look as though significant volume isn't going to happen until near the end of this month (September).

Dan