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

To: Dan3 who wrote (80609)	11/21/1999 1:19:00 PM
From: Charles R	Respond to of 1572886

Dan, <Ad counts from the Sunday paper > Nice DD! I have been doing some DD myself and based on different pieces of data I have seen so far, looks like the speed-grades are significantly more favorable to AMD than last quarter and I am also a little bit more upbeat on the Athlon speed-mix (i.e., I no longer think that there is much risk of AMD downbinning too many Athlons to 500/550 speed grades. I think the ASPs for AMD quarter to date are stronger than expected (i.e., the profit picture should be rosier). Barring a nasty price cut during December 2nd week, the picture could get significantly sweeter for AMD longs. I may be raising the expectations and setting myself up the scene for a disappointment but right now this is how I see it. Need to wait till the next round of price cuts to be sure though. Good luck to all, Chuck