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

To: xun who wrote (88812)	1/21/2000 7:25:00 PM
From: steve harris	Respond to of 1571785

cool panic_mob amdzone.com More wishful thinking..... steve (DELL)

To: xun who wrote (88812)	1/21/2000 8:00:00 PM
From: xun	Respond to of 1571785

Some RadioStreet interview recap: First off, Rob Herb is a very articulated CMO. Great to have him with AMD. --- there is large room for both company to operate well, PC growth is there. Me: a signal to a truce? --- Dresdon, initial production in Q2, volumn in Q3. --- have very good Athlon mix and capacity, don't have to push the limit to stay ahead in performance (compared to K6 experience). Me: no K6 type of breakdown, period! --- already successful commercial Athlon systems in second tier OEMs and white box makers, will push first tier and enterprise systems. Me: somebody's $280 target depends on that:~) --- comm division becomes on of three core businness (CPU and flash as other 2), great opportunities in network solutions in Asia and South America, doing just great. Me: given the "unexpected" success in Q4, AMD doesn't need to sell a growth product portfolio. Network means money, everywhere, period. --- Q1'00 margin mid 30s up to 40s percentage wise. Me: somebody comment? good? OK? concern? --- one of the concerns is to manage customers' expectations on flash allocation. Just learned that flash and CPU are not easily swappable in terms of production facility. --- have a GREAT product portfolio in Athlon, the only remaining concern in CPU business is execution. Me: no technology problem, no capacity problem, just be cautious while making big money. --- very confident to have a great year. Me: Yeah, baby. Just love it. Bought more today at 38 1/8. Regards, panic_mob

To: xun who wrote (88812)	1/21/2000 8:22:00 PM
From: Charles R	Respond to of 1571785

panic_mob, <From CNET, in case not posted, cnetinvestor.com. "------ Gateway expands AMD deal to business line> Super! Confirms what Kap said a few days back. Thanks for posting! Feeling good about ~2Mu or greater estimate for Athlons in Q1 THIS IS A REALLY NICE BREAK FOR AMD.

To: xun who wrote (88812)	1/21/2000 8:47:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1571785

panic_mob, re:Gateway expands AMD deal to business line If Gateway expands Athlons to business line, Compaq may be compelled to do it too - especially if they had great results with Athlons in the consumer sector. Goutama

To: xun who wrote (88812)	1/21/2000 11:50:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1571785

Panic - RE: "Gateway expands AMD deal to business line" If I may borrow a line from the RamBUST thread - "drip, drip" !! This is good news. Can't wait until Compaq joins in on the party.

To: xun who wrote (88812)	1/22/2000 1:12:00 PM
From: tejek	Respond to of 1571785

The new computers, among other signs, indicate that the marriage of convenience between the two is growing affectionate. The San Diego, Calif.-based PC maker has also expanded its use of Athlon in the ordinary Select computers. panic_mob, it makes you wonder how exactly Intel 'cheated' on GTW. And now with HP acting like a spurned lover, it makes you further wonder just how badly Intel did not put out. Is it something Viagra can fix? I doubt it. ted