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

To: Jim McMannis who wrote (79355)	11/11/1999 12:22:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1572633

Cool, Mr Herb said a funny one. Rough quote, "please note, the 733 Coppermine with Camino chipset benchmarks on this chart are an estimation. We have not been able to find one to run tests on. A processor you can't find, a chipset that isn't available, with memory you can't afford." ROTFLMAO

To: Jim McMannis who wrote (79355)	11/11/1999 12:25:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1572633

Jim, From Forbes - Has AMD turned the corner? By Om Malik forbes.com _________________ NEW YORK. 11:25 AM EST-Advanced Micro Devices (nyse: AMD), the beleaguered microprocessor maker has been on the ropes for so long that any chances of a comeback are usually greeted with scorn. Nevertheless, it seems the Sunnyvale, Calif.-based chipmaker has turned the corner and is ready to tell the world. This afternoon, the company is expected to meet Wall Street analysts and tell them about its state of affairs. More than likely AMD will let them know that its K-7 Athlon chips are selling so well that it might exceed the $825 million revenue target set by analysts for the fourth quarter. Scott Randall, a chip analyst with Stamford, Conn.-based Soundview Technology is expecting the company to lose 18 cents a share on sales of $875 million--the most bullish estimate-- in the fourth quarter ending December 31, 1999. Sources close to the company say the final number could be well north of $875 million, and perhaps go over the $900 million mark with the likelihood of a profit as well. Additionally, AMD is exploring deploying its 0.18-micron and copper technology in its Dresden, Germany chip-making unit. Such a move would slash the manufacturing costs for the company and increase production yields of its Athlon chips. Until recently, the consensus was that AMD might stick to the 0.25 micron technology in its German unit. This could be good news for the company, which seems to be fighting a losing battle with Intel Corp. (nasdaq: INTC) in the chip business. The bitter price war between the two companies has left AMD bleeding cash. Analysts estimate that AMD will incur capital expenditures of $825 million this year. The company has about $488 million in cash and investments, largely from the sale of its Vantis Division to Lattice Semiconductor for $500 million. In addition, the company has a $150 million revolving credit line. Respite for AMD has come from an unlikely source-- Intel, which has been hit by severe supply constraints of its Pentium III Coppermine chips. AMD, on the other hand, recently started shipping the 700 MHz version of Athlon in large numbers and has an 800 MHz-version on the deck. One of the big Athlon users is PC-maker Compaq Computer (nyse: CPQ). This cutting- edge chip, which runs at 700 MHz and 733 MHz and were introduced on October 25, are in short supply. As a result many PC makers are turning to super-speedy AMD-Athlon chips. For once AMD's chairman Jerry Sanders has something to thank Intel for. forbes.com _________________ Goutama