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

To: Scumbria who wrote (112130)5/23/2000 2:22:00 PM
From: Yougang Xiao  Read Replies (4) | Respond to of 1583787
 
Scumbria: <<I didn't see any contradiction between AMD's comments and Bear Stearns comments.>>

I realized this and took "contradict" out from my post already.

What I wanted and reafirmed by AMD is that 1.8 million Athlon still stand for Q2.

That number indicates nothing wrong on production side.

Chipset limitation is not news. It's acknowledged by Jerry in Q1 CC and been long in public domain.

What's funny is that Baucher recycled the old news to creat some FUD on AMD



To: Scumbria who wrote (112130)5/23/2000 2:30:00 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 1583787
 
Dan Niles and Erika Klauer making very positive comments about AMD (and Intel) on CNBC right now.

Pravin.



To: Scumbria who wrote (112130)5/23/2000 2:47:00 PM
From: kash johal  Respond to of 1583787
 
Scumbria,

re:"chipsets"

Well after chipsets we'll have to worry about MB's.

AMD is missing a golden oppty IMHO.

regards,

Kash


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