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


To: Petz who wrote (104531)4/12/2000 5:47:00 PM
From: Cirruslvr  Read Replies (1) | Respond to of 1578105
 
Petz - RE: "Hopefully someone will ask this in CC which I can't listen to now, but maybe you have to assume that the convertible bonds will be converted once they reach par (100). I think the conversion price was well above 38 because Albert sends an analysis of these bonds every once in a while, and in the last report they were trading at 95."

Thanks for that info, Petz.

After seeing the EPS I just wanna scream in joy! What was that popular line from "Jerry Maguire"???



To: Petz who wrote (104531)4/12/2000 5:49:00 PM
From: Steve Porter  Read Replies (1) | Respond to of 1578105
 
QUICK CC NOTES:

AMD ASP (for x86 cpus) was up 10%
demand for k6 is stronger than supply
fab 30 is ramping tbird and production volume in june

Steve



To: Petz who wrote (104531)4/12/2000 6:09:00 PM
From: tejek  Read Replies (1) | Respond to of 1578105
 
Thread

CNBC just announced AMD's ASP at $90 and moving towards $100. G. margins are above 40%....getting closer to Intel territory!!

ted