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

To: steve harris who wrote (74380)	10/6/1999 10:22:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572618

This is the first time in a long time AMD has actually exceeded my expectations. I thought 150K Athlons shipped in Q3 and it was 200k AND this was limited severely by a lack of motherboards. They even beat my earnings estimates by 12 cents. Wonders never cease... I figure 1.38M Athlons in Q4 iF they can get the motherboards... Looks like AMD might finally be ready for a stock price launch. Jim

To: steve harris who wrote (74380)	10/6/1999 11:30:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 1572618

Steve, Intellibees posting any negative AMD scraps they can find! Knocking AMD ain't gonna fix Intel's problems........... The guy quoted below is one of the best of the technology, specifically chip company analysts, maybe one of the only ones that has a clue. Are you trying to say he's clueless? Selling off pieces, how about cutting off body parts. "Obviously, this company is having big problems," said Drew Peck, an SG Cowen & Co analyst. "It's cash flow negative. They are now at the point where they are selling off pieces of their business to subsidize the remaining piece. All their eggs are in one basket." Your mantra: Last time I looked, Athlon is THE FASTEST PC PROCESSOR IN THE WORLD. Fastest anything is just one piece of the puzzle. How about a report card made up of speed, yields, quality, reliability, infrastructure support, ability to deliver in quantity and faithful alliance partners (remember Gateway?). Give you one A there. What about the rest, Steve? Takes a 2.0 to stay in school. Tony