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

To: Paul Ma who wrote (107229)	4/21/2000 3:55:00 PM
From: chic_hearne	Respond to of 1572372

Re: http://www.cnnfn.com/2000/04/21/technology/amd/ Paul, Nice find. I wish they would release this kind of news right before the market opens, not on a Friday afternoon right before Easter. chic PS- I'll be doing the research on my system this afternoon and get you the specs tonight.

To: Paul Ma who wrote (107229)	4/21/2000 4:06:00 PM
From: chic_hearne	Respond to of 1572372

Re: http://www.cnnfn.com/2000/04/21/technology/amd/ Paul, This is the best line: "I think there is going to be a demand explosion in the third and fourth quarters that surprises even Intel," Lam said. chic

To: Paul Ma who wrote (107229)	4/21/2000 4:07:00 PM
From: tejek	Read Replies (5) \| Respond to of 1572372

Everyone read!!! cnnfn.com; Whoa....quite a find.....wait til AMD does an announcement on Monday. ted

To: Paul Ma who wrote (107229)	4/21/2000 4:09:00 PM
From: Scot	Respond to of 1572372

Paul, That's amazing! A spokesman for Sunnyvale, Calif.-based AMD (AMD: Research, Estimates) said that the company's high-end Athlon processors and its value-priced K6-2 chips are sold out for the second quarter, which ends in June. "There's either a shortage going on because of manufacturing constraints at Intel or incredible demand," the AMD spokesman said. Great find. This clown company is kicking a$$! -Scot

To: Paul Ma who wrote (107229)	4/21/2000 4:13:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 1572372

Paul, Re: AMD sold out So much for Elmer theory of all these Athlons sitting in the warehouse. Joe

To: Paul Ma who wrote (107229)	4/21/2000 4:42:00 PM
From: hmaly	Read Replies (2) \| Respond to of 1572372

Paul Ma Re..<<<Is this for real???? Ahhh, ASP will surely go up this quarter!! Yet, I doubt the veracity of this article. How could all the chips be sold when they haven't all been made yet, unless demand is really huge. Come on Dresden!!!!! >>>>> Paul, this is probably is true as most orders are probably placed with a 60 day or more lead time. I think it would be unusual not to have lead time like that especially now.. Sounds like Dresden's june shipments are also sold. Looks like Elmer will have to shut up about all that inventory. Can we say > $2 eps. 2q-00.