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

To: Dan3 who wrote (113130)	5/28/2000 3:26:00 PM
From: Joe NYC	Respond to of 1573351

Dan, where do you think this would put the stock next month? Stock, I have no idea. But we can talk about the earnings for Q3. Some time ago I predicted Q3 ASP to be $50 higher than Q1, and if all of this is true, $130+ ASP would be a piece of cake. Plus, with increased production in from Dresden, and good yields, we should see increasing units shipment, even as the smaller k6 core is replaced with slightly larger Athlon core. I guess the news on the yields could be a function of the bin splits. If the sweet spot is > 1 GHz, you still have a market for parts in the lower range of the distribution (750 - 950 MHz), so the can produce revenue, rather than going to De Dumpster (TM steve harris) Joe

To: Dan3 who wrote (113130)	5/28/2000 3:50:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1573351

More rumors from the German BBS and Yahoo: MAJOR RUMOR, folks!!! by: Friedrich_Wilhelm_Roentgen (27/M/Germany) 5/27/00 1:08 pm Msg: 179674 of 180326 Don't know if this has been posted here before, but get this: I have heard from a usually reliable source on AMD that closely connected to the 1:3 split announcement, AMD will announce AVAILABILITY of 1,5 GHz T-BIRDS on June 5th! They supposedly have already produced 200,000 at their Dresden plant, starting in April. With Athlon production stopped, numbers have increased massively. Don't ask me to back this up - I can't disclose my source, but I can assure you the likelihood of this being true is > 80%. The ones who have been following this board for a while will know anyways that I always try to only post well-founded opinion and information. If you don't believe ma, that's okay, but I'll gladly accept to have this posting held against me in the future if this should prove to be unfounded - and I'll as well officially declare that I've been wrong. We'll know in less than 10 days! Happy investing, people - and I'd say: Load up! Greetings, Friedrich messages.yahoo.com