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

To: Dan3 who wrote (112970)	5/26/2000 1:36:00 PM
From: Yougang Xiao	Respond to of 1572147

Dan: <<We are probably at or near the end of this tightening cycle>> The majority view on the street still hold that the Fed is not done yet and that view is principally responsible for the recent market downturn. Some on the street, however, begins to question that majority view as Bob Walberg of Briefing.com on Squackbox this morning stated that Fed is DONE, no more rate hike is expected. Wall Street needs an excuse badly to get rid of this rate hike fear and Bob Walberg may well be the harbinger in messengering such an excuse that we all need, and in the end, proves to be correct.

To: Dan3 who wrote (112970)	5/26/2000 2:53:00 PM
From: 5dave22	Read Replies (2) \| Respond to of 1572147

Thread, Ms Beckham and I had an email dialogue (about three back-forths). She reassured me that everything is moving forward as AMD has stated. The recent price decline - they attribute to a short-sided analyst making a TOTALLY FALSE statement that AMD would face a chipset shortage. That is not the case (and if it is, I can now sue). She assured me demand was very strong, and AMD is working diligently to meet the increased demand. TBird/Duron are still releasing in June. She also said the production ramp in Dresden is going "very well", they will produce first shipments this quarter and that income will also be realized this quarter (from Germany). Her parting words in our final email was "Our fundamentals remain strong." Dave ps - Today sucks. If the indices weren't overinflated to begin with, AMD would have seen a stock run-up to at least the $120s at this point. They picked a POOR time to peak. :)