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

To: Charles R who wrote (92641)	2/11/2000 5:53:00 PM
From: xun	Read Replies (2) \| Respond to of 1574362

Chuck, <We may get another update in guidance in about a month> I expect the same. Today Jerry pointed to low end for higher revenue. He sandbagged big time. I expect the next update in guidance in late March due to strong Athlon sales, when AMD releases 900:) I expect some dumba$$ analysts to set a target price of 100 before April earnings announcement:) Regards, panic_mob P.S. I also expect a lot of people will rush to buy 1GHZ AMD for sake of bragging rights:)

To: Charles R who wrote (92641)	2/11/2000 6:36:00 PM
From: tejek	Read Replies (1) \| Respond to of 1574362

These small shops are taking the brunt of CuMine shortages. Most of that product is still going to tier-1 guys. Your data seems to suggest that these guys are aggressively moving to AMD. I will be really surprised if AMD ships less than 2Mu Athlons this quarter. If my estimates is right we may get ~ $1.1B in revenues (or more). I am not certain its all about the shortage of cumine that is causing the small shops to push the Athlon. Like I posted earlier the guys in the shop I go to are very high on the Athlon; they feel it performs much better than the cumine and is considerably cheaper....making the presentation to a customer an easy sell. I am beginning to think that the only ones who care about Intel inside are Intel employees and Intel longs of which there is a lot, I know. ;~) ted