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

To: steve harris who wrote (73123)	9/25/1999 6:39:00 PM
From: John Goldthorp	Read Replies (1) \| Respond to of 1576004

Steve re: ajb,looks like it works both ways, You're right, they have no clue. But then, neither do you or I ... or anyone else on SI. But there does seem to be some sense that AMD may be doing a little better than expected. Accordingly, the estimates are up a little. The discomfort felt by the buy-side analysts with a hold is increasing -- just a bit. Dresden is the whole deal wrt AMD -- and that can't be predicted. Regards-- JG p.s. These analysts also understand that AMD's flash business is worth a whole lot more than it was at this time last year -- increasing the nervousness.