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

To: Cirruslvr who wrote (92517)	2/11/2000 1:52:00 PM
From: kash johal	Read Replies (4) \| Respond to of 1573215

Thread, GREAT Q1 methinks: News Room Home AMD SEES FLAT TO NOMINALLY HIGHER FIRST QUARTER REVENUES SUNNYVALE, CA--FEBRUARY 11, 2000--Speaking at a Goldman-Sachs conference in Palm Springs, California, AMD Chairman and Chief Executive Officer W.J. Sanders III said he now expects the company to report flat to nominally higher sequential sales in the current quarter. "Demand for low-end microprocessors has been stronger than expected," said Sanders. "Business across the board continues to be robust. With better than anticipated demand for low-end PC processors, we now expect that AMD's first-quarter revenues will be flat to nominally higher than the record sales reported in the seasonally strong fourth quarter. The ramp of the AMD Athlon? processor on 180-nanometer technology is proceeding as planned. One hundred percent of our AMD Athlon production is now on 180-nanometer technology." AMD reported sales of $968,710,000 in the quarter ended December 26, 1999. Cautionary Statement This release contains a forward-looking statement, which is made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, with respect to projected revenues for the quarter ending March 26, 2000. Investors are cautioned that this forward-looking statement involves risks and uncertainty that could cause actual results to differ materially from current expectations. The forward-looking revenue projection in this release involves the risk that demand for AMD's products will not continue at current or greater levels; the risk that Intel Corporation pricing, marketing programs or other activities targeting the company's microprocessor business will prevent achievement of the company's current processor sales plans; that third parties may not provide timely or adequate infrastructure solutions to support the AMD Athlon? processor; and that the company will not be able to manufacture and ship product in the volumes, in the mix and for the prices currently assumed or planned for the quarter. We urge investors to review in detail the risks and uncertainties in the company's Securities and Exchange Commission filings, including but not limited to the report on Form 10-Q for the quarter ended September 26, 1999. kash

To: Cirruslvr who wrote (92517)	2/11/2000 2:06:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1573215

Re: "Speaking of SPEC scores on AMD's site, here's a note AMD has on the scores - " Yes we all know that footnote but looks like I'll need to remind you that no one on the planet has been able to reproduce those scores because AMD refuses to publish the compiler options used, as required by SPEC. Just like their bug list. Is this what you'd expect from a company that is confident in their product's performance? Is this what you'd expect from a company who has nothing to hide? Did you also notice that AMD used a 440BX board to benchmark the CuMine with the phantom compiler switches? If Intel did something like this you'd be all over them like stink on *hit but it's obvious that if AMD does it you give em a free pass. While he was speaking about another issue, I think Tom's hardware page said it best: "I'm not quite sure what I should think about the honesty of AMD today and I am pretty irritated by that. " "Let's be honest, we let AMD get away with murder here and who knows how many times before already. The same rules that apply to Intel also apply to AMD. I demand honesty and that means the rigorous publication of any Athlon and Irongate bug, just the way as Intel is doing it for a long time. If AMD wants to stay the 'good guy' next to 'bad Intel' they should start to wipe in front of their own door." hmaly please clean your glasses and notice I am quoting someone else. EP