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

To: Charles R who wrote (88900)	1/22/2000 1:14:00 AM
From: greg nus	Read Replies (1) \| Respond to of 1572861

Charles, your too loose with your terms. Production does not double from moving from .25 to .18., potential Production capacity does. The individual chips still have to be manufactured. Also I do not hear anyone fromAMD comming out and saying production will doubble from 20million chips in 99 to 40 million in y2k. What i do hear is for each k-6 we don't make well make an athlon at a better selling price than a k-6. AND we hope Intel won't drop prices on the higher mix chips as fast as they did on the low end chips. So do you really beleive Intel will continue to stealth launch for the next two quarters now that they have announced complete conversion to .18 in record time. And do you expect corp to update to windows2000 with AMd or windows 2000 with wintel.

To: Charles R who wrote (88900)	1/22/2000 1:25:00 AM
From: greg nus	Read Replies (3) \| Respond to of 1572861

Here is the data on a classic negative volume reversal. which indicates a failed rally. notice the trading volume on jan 20 where AMD hits an inter day high and then closes beow the previous days close. then repeats the process the follwoing day. Again on higher than normal volume. The gusto is gone. Date Open High Low Close Adj. Vol. Adj. Close Jan-21-2000 39.125 39.125 36.125 38.0 5,857,400 38.0 Jan-20-2000 43.5 45.125 38.0 38.0 14,420,000 38.0 Jan-19-2000 39.75 43.75 38.8125 41.0 4,465,100 41.0 Jan-18-2000 40.0 41.25 38.6875 39.0 5,435,700 39.0 Jan-14-2000 37.125 40.5625 36.6875 40.375 7,503,900 40.375 Jan-13-2000 36.75 37.5 35.125 37.0 3,769,200 37.0 Jan-12-2000 34.0 36.75 33.625 36.25 4,409,300 36.25 Jan-11-2000 35.0 35.9375 33.9375 34.0625 3,339,500 34.0625 Jan-10-2000 33.5 35.5 33.375 35.0 6,458,200 35.0 Jan-7-2000 30.8125 32.8125 30.75 32.5 4,271,700 32.5 Jan-6-2000 31.0 32.0 30.5 30.5 5,743,700 30.5 Jan-5-2000 29.0625 30.125 28.0 30.0 4,102,300 30.0 Jan-4-2000 30.25 31.0 29.1875 29.25 3,145,100 29.25 Jan-3-2000 29.9375 31.1875 28.75 31.0 3,921,600 31.0 Dec-31-1999 28.4375 28.9375 28.0 28.9375 882,800 28.9375 Dec-30-1999 28.5 28.75 27.8125 28.4375 892,400 28.4375 Dec-29-1999 28.75 28.8125 28.0 28.4375 522,600 28.4375 Dec-28-1999 28.5 28.9375 28.375 28.75 780,300 28.75 Dec-27-1999 28.5625 29.0 28.0 28.9375 1,235,700 28.9375 Dec-23-1999 29.0 29.3125 28.375 28.625 1,233,000 28.625 Dec-22-1999 30.0 30.0625 28.6875 28.8125 1,213,300 28.8125 Dec-21-1999 29.5 30.625 29.25 30.0625 2,407,100 30.0625 Dec-20-1999 28.625 29.875 28.1875 29.25 2,373,100 29.25 Dec-17-1999 30.0 30.0 28.5 28.8125 2,523,000 28.8125 Dec-16-1999 27.625 29.5 27.625 29.5 2,939,100 29.5 Dec-15-1999 27.375 28.5625 26.5 27.125 3,213,900 27.125 Dec-14-1999 29.9375 29.9375 27.5625 27.625 2,727,600 27.625