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

To: Elmer who wrote (104167)	4/12/2000 7:13:00 AM
From: Michael DaKota	Read Replies (1) \| Respond to of 1570744

I guess nothing much has changed in the time frame I was absent from SI ?:) Come on elmer, 10 times as much coppermines sold as Athlons? I dont think that is possible, looking at the sheer lack of Copperminus above 733 MHz . Via is the runaway bride here, eating from both sides...chipsets are lucrative , especially since big bro' intel cant produce anything near a descent product. FHWL, Michael.

To: Elmer who wrote (104167)	4/12/2000 10:39:00 AM
From: Joey Smith	Read Replies (4) \| Respond to of 1570744

Elmer, re:Fab25 was not running at full capacity in Q4 and AMD has an open market to sell into, an unused Fab sitting idle and if all they can do is increase their Athlon sales by a measly ~500K units then something is very wrong and demand is one explanation, yield problems are another. If true, the market will not like just 1.2M Athlons in Q1 and 1.8M in Q2. Jerry better be sandbagging. I'm glad I sold half my position at $70+ a few days ago, especially in today's market conditions. Might sell covered calls on the other half, but not sure. joey