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

To: Charles R who wrote (110028)	5/10/2000 12:22:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1577188

Chuck - RE: "From a stock holder point of view, I couldn't be happier about the Flash situation. This is an area where AMD is outexecuting everyone in the market, including Intel. I wouldn't be surprised to see Flash grow in the 10-15% range this quarter (compared to Jerry's comments about being up in mid-to-high single digits)." Do you still want flash to be spun off? AMD will more than likey have greater than $2B in flash revenues in 2001. Overall, AMD had ~$2.9B in overall sales in 1999. Flash is HUGE!

To: Charles R who wrote (110028)	5/10/2000 12:24:00 AM
From: tejek	Read Replies (1) \| Respond to of 1577188

From a stock holder point of view, I couldn't be happier about the Flash situation. This is an area where AMD is outexecuting everyone in the market, including Intel. Chuck, In addition to AMD I own telecom stocks which have held up pretty well til now.....were trashed today. Do not want them destroyed because XICO says chip orders are down due to flash shortage when that may be only a part of the problem (maybe a small part....the CEO resigned today as well; sounds like their problems may be due to more than just shortages). ted