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

To: Steve Porter who wrote (104801)	4/12/2000 10:44:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1577228

<I'm actually a TAD disappointed that AMD didn't break 2M athlon this quarter, I REALLY thought they had a chance. > Yes. I agree. I think I learnt something here. High-end consumer market peaked out for AMD faster than expected. <I wouldn't be surprised to see the entire cash proceeds from the division sale used to pay down debt. Just something to keep in mind. Money breeds money.> Steve, you are right to an extent but to be brutally honest, the economic impact of such a move is not significant compared to the Athlon earning power. The big impact is not on profits but on the balance sheet. AMD needs to pay down this debt fast. These good times don't go on forever and the profits can drop as fast as they are going up (and the momentum crowd with it).