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

To: steve harris who wrote (110169)	5/10/2000 3:25:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1577538

Thanks Steve. AMD is acting strong. I wonder what they said at their presentation few hours ago. Mani

To: steve harris who wrote (110169)	5/10/2000 3:28:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1577538

Steve - RE: "Balain, Chase H&Q" Thanks for that link. I want to post what he said about AMD because it is so awesome! "Balain recommends Advanced Micro Devices (NYSE: AMD - news). ``We think AMD is going to do very well on the processor side this year. Also, their flash story is the best, in our opinion, of all the players out there. Flash is about 29% of their business and continues to grow extremely well. While assuring that ASPs remain stable in the future, the company will continue to reduce the costs on its flash products by migrating to lower geometries moving forward. What could be better than that?''"

To: steve harris who wrote (110169)	5/10/2000 3:31:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1577538

RE:"Likes AMD but wouldn't touch iNteL here until 2H? "Gotta get to Willy....."" I'm beginning to wonder if even Willy will help as long as it's tied to RAMBUST. The Analysts opinions sure are changing by the minute. Even Fleck likes AMD. I wonder what Sit-can Kumar is doing right now? AND Dell...sticking with Intel when they knew the i820 motherboards had trouble with sdram...and using the i810 with RAMBUS...All I call say is that I'd like to see the concessions Intel had to give Mickey D. to get them to remain Intels btch. I'm sure Gateway, Micron, Compaq, HP and IBM would like to know too... Come on Jerry, bring on Dresden and slam dunk 'em. Work double overtime if you have to... It's on the platter! Jim