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

To: vince doran who wrote (72819)	9/23/1999 10:38:00 AM
From: tejek	Read Replies (1) \| Respond to of 1574404

Vince RE <<<Buying opportunities>>> AMD's quarterly pre-announcements....should be any time soon. ted

To: vince doran who wrote (72819)	9/23/1999 10:53:00 AM
From: Charles R	Respond to of 1574404

Vince, <Longs: The risk picture: If Athlon fails as badly as Paul Engel hopes it does, do you see any floor under AMDs stock, and if so what? Buying opportunities: Since the tectonic slip in Taiwan has barely dented the stock so far, do you see any other bad news driving the stock much lower short-term? (Where bad news that WOULD NOT be buying opps is defined as events like IBM dropping Athlon)> Short-term, before Christmas, a lot of things can go wrong (such as further motherboard probelms, other problems with the CPU or chipset, or IBM or Compaq dumping or something else). But, looking into 2000 it is hard to see the worst case for AMD being anything worse than keeping parity with Intel on speed grades unless they absolutely can't yield anything on 0.18 (which I find unlikely). Think of it - after Christmas the worst case for AMD is to keep parity with Intel on MHz!! Chuck

To: vince doran who wrote (72819)	9/23/1999 1:20:00 PM
From: Process Boy	Respond to of 1574404

Vince and Thread - <To wit: Process Boy has hinted hard that Intel has a way around the chipset roadblock that will allow them to ship 7xx CUmines in quant. What do you think? Process Boy: I know you feel limited in what you may disclose, but how about this: Is it your personal opinion that Intel has already manufactured a non-rambus chipset solution that will allow 7xx CUmines to ship in the quantities your fabs are capable of producing?> Everybody better wait for the official announcements. I am just a "Process Boy". I may not have visibility on some of these decisions. There is the possibility that there are chipset considerations that may affect the product release. I don't know for sure either way at this point. To reiterate: I'm waiting for info on this also, and am every bit as curious as the next guy. PB