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

To: Goutam who wrote (89199)	1/24/2000 1:02:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572605

Goutama, Actually niceguy was forecasting close to $2Bn in flash sales. Nevertheless the 1.3 Bn is a great number for flash. PS. Just got 4 7/8 for Apr 40 calls - i sold 130 of them. If my bond theory works the stock may trade in 37 to 40 range till april or whenever the overhang dries up. I plan on buying some calls in case the stock dumps further or as we close in on earnings. regards, Kash

To: Goutam who wrote (89199)	1/24/2000 1:21:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1572605

Goutama, <I agree with you a spin off would be great for the shareholders. But for now, AMD needs it more than ever to fend off and CPU pricing pressure from Intel.> I say it makes a lot of sense to announce the decision now for a spinoff in Q2. A few reasons: This company has just begun spitting off massive amounts of cash. Sale of networking division will get more cash. Beyond that, the leverage from Athlon is sufficient. And a word about pricing pressure: Even if high-end pricing falls to under $150 (currently at about $250), AMD is going to generate over $100 worth of cash per each Thunderbird CPU coming out of Dresden! Chuck