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

To: Ali Chen who wrote (107195)	4/22/2000 12:55:00 PM
From: Amy J	Respond to of 1573901

Hi Ali, RE: ", it may be true when looking from some boxmaker's current need. " Interesting - I'm curious - in general, what is the min vol req before a top tier boxmaker will consider working with AMD? RE: "is what usually attracts smart investors" It's a risk/reward tradeoff. Btw, I have a few options, so I wouldn't push this point too hard : ) RE: "immediate doubling of capacity" Immediate? RE: "4Q99 was up only 8% Y/Y" on what? Ali, a writer should make it clear whether they're talking about growth on: a) revenue, b) profits, or c) units. (Yes, I know what the 8% was for, and that's why I pushed back on it.) How many units are being produced is the basis for discussing capacity, not revenue. RE: "You do not need 12 weeks to cash out some amount of stocks to fix a quarter report, do you?" Private equities are different than public equities in that they are a lot less liquid. Public equities have some lock-downs after an IPO, which can last for months. RE: "Intel as manufacturer is in continuous recession since that time" I'm familiar with Intel's numbers. Amy J