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

To: Charles R who wrote (88782)	1/21/2000 4:15:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1572616

Chuckles - Re: "So your latest round of Dresden rumors are apparently totally bogus (according to Jerry anyway) and now you are scrambling to find new FUD" WRONG ! I have no more current info on Dresden other than what Sanders says - and Sanders has confirmed no production until late Q2/2000. And MY RUMORS about a Dresden Copper screw ups and Program Delays - which I posted over 7 months ago - were 100% accurate - but all you AMDroid Bright Guys new better - that Dresden would be belching out Copper AthWipeys by December, 1999. So far, AMD seems to have only one or two functional devices from Dresdog. Paul

To: Charles R who wrote (88782)	1/21/2000 6:20:00 PM
From: greg nus	Read Replies (1) \| Respond to of 1572616

Charles, During the CC one of Jerrys intewviewers referred to a hot headed attendee at last years anual meeting Sanders answered by refering to the guy as rather rude. It was none other than Paul E.

To: Charles R who wrote (88782)	1/21/2000 6:42:00 PM
From: greg nus	Read Replies (2) \| Respond to of 1572616

Thread in my opinion based on recent extrodinary negative trading volume following all the good new momentum players have exited AMD. Further although AMD may retest the recent high of 45, it sill probable trade in a range from 30 to 40 for the next six months as it now has a pe attached to it. of around 20. AMD expects to be flat during the fisrt qtr. And although AMD looks to acheiving an ASP of $100.00 up from $80 by moving to a richer mix of higher speed chips, pricing is not the key to sucess. Manufacturing in volume is. Therfore i beleive AMd will essentaily be dead money for the next six months, untill Dresden begins shipping chips in volume. Don't get me wrong I still like the company, and the stock may provide trading opertunities if it gets too cheap. For now I think the power behind AMD's recent major move had it's back broken during the heavy negative trading activity of the last two days.