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

To: Yougang Xiao who wrote (112184)	5/23/2000 5:38:00 PM
From: tejek	Respond to of 1571102

Yougang Think about it: AMD already knew chiset issue as acknowledged in Q1 CC, the "meet or exceed" Q1 number party line is soundly based on upside in flash and K6x. But didn't they increase there chipset order to Via in March....I think that its been since mid to late April, that Via said that they can't come thru. Maybe I have the dates wrong. Baucher is another guy burned by AMD in K6-2 400 Mhz ramp days and barely have anything good to say about AMD since then. Perhaps, AMD bad call made him jump from DLJ to Bear. That may be true that he has a anti AMD bias...but he can't lie to his clients because of that bias. Ted, I love bear:-) More bears on this thread, better chance AMD going UP! I am actually bullish.....but the markets are making me very jittery. I had a stock go down 12 today......KEM...that has a P/E of 18 and great growth prospects. ted