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

To: Cirruslvr who wrote (80436)11/18/1999 11:29:00 PM
From: Charles R  Read Replies (1) | Respond to of 1572171
 
<They are CHEERING because a Dresden partner will come along which will LOWER costs.>

I find it odd that the fab partner rumors have not materialized so far.

There exists a possibility that given the tightness in INTC supply and given the ramp AMD is seeing on Athlon, Jerry may be rethinking this kind of arrangement.



To: Cirruslvr who wrote (80436)11/19/1999 12:25:00 AM
From: Paul Engel  Read Replies (2) | Respond to of 1572171
 
Cringe - Re: "They are CHEERING because they will BREAK EVEN this Q."

AMD sets its sights so LOW !

Breaking Even is like NIRVANNAH to them.

I wonder what Intel's stock would be if it would "Break Even" this quarter !

Paul


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