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

To: Petz who wrote (97677)	3/9/2000 6:48:00 PM
From: Pravin Kamdar	Respond to of 1570970

John, Thanks for the report. Sounds really good. I might have to add to my position. Waiting for the Xbox piece on CNBC. Pravin.

To: Petz who wrote (97677)	3/9/2000 7:53:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1570970

John: Re: "Plans to engage with a partner to share capacity and costs of the new Fab 30 in Dresden are being re-evaluated. Simply put, the company is significantly more confident it will fully utilize the facility as it ramps over the 18 months beginning 2Q2000 than it was last year when the plan was hatched." Comment: Sounds like Dresden is AOK and that MSFT xbox is in the bag! Re: "We believe the outlook for the Athlon has improved with diminishing manufacturing risks, and the company is well positioned to compete with Intel over the next several quarters. We expect to revise our earnings estimates upward over the next few days." Comment: We expect to revise our earnings estimates upward over the next few days. BAM! BAM! BAM! Sounds like Q1 record earnings in the bag! Anybody else think $1.00 plus is likely!

To: Petz who wrote (97677)	3/10/2000 12:25:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1570970

<Its performance visibility currently ranges as far as 2GHz by the end of 2001.> Fighting vapor with vapor ;-) <0.18-micron copper interconnect process is working fine, yields are excellent> This is old news. Scovel should have asked about the infrastructure issues. <AMD has no plans to pursue a Timna-type integrated microprocessor and graphics device.> That would be a surprise to me, if true. I would also be not pleased with that. <Plans to engage with a partner to share capacity and costs of the new Fab 30 in Dresden are being re-evaluated. Simply put, the company is significantly more confident it will fully utilize the facility as it ramps over the 18 months beginning 2Q2000 than it was last year when the plan was hatched.> Hasn't someone been suggesting that this would happen? ;-) <We expect to revise our earnings estimates upward over the next few days> Nice to see that consensus moving up...