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

To: xun who wrote (92644)	2/11/2000 6:03:00 PM
From: Charles R	Respond to of 1574420

<I expect the next update in guidance in late March due to strong Athlon sales, when AMD releases 900:) > BINGO! Looks like Jerry is trying to keep his cards to his vest [gotto be pretty tough if you ask me ;-) ]

To: xun who wrote (92644)	2/11/2000 6:30:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1574420

panic, I too believe that the emphasis on low-end processors was specifically designed to allow for a big upward surprise due to higher than expected Athlon sales (even the analysts should be able to see this setup). However, I do not expect another earnings update before the Q1 earnings announcement -- unless AMD has learned form last quarter's mistake. My desktop system is a 300 Mhz PII. I will upgrade to a 1+ Ghz Thunderbird when it is available with DDR RAM. I suspect that many others will upgrade at that time. The next upgrade after that will be a dual-processor-on-a-die Sledgehammer. Pravin.