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

To: Paul Engel who wrote (119835)	7/9/2000 10:42:10 PM
From: Dan3	Read Replies (1) \| Respond to of 1573908

Re: Last week you said SMP would be here in 2 months... Wrong again, Paulie. I was clearly writing about rackmount servers using integrated chipsets. And even you are not dim enough to misunderstand what I wrote. I even specifically wrote that I didn't think SMP was an Issue for AMD yet. I'm not worried about the SMP chipset, it's the integrated chipset that AMD needs next. When Intel made that particular decision last spring AMD was on the ropes, and it looked like Intel could do pretty much whatever they wanted to. Currently Exodus has no choice - in just a couple of months, they will have a choice.

To: Paul Engel who wrote (119835)	7/9/2000 11:30:37 PM
From: niceguy767	Read Replies (2) \| Respond to of 1573908

Paulie: Re: "Now that we're closing in on the beginning of a new week, I'm wondering if AMD will close out the week in the $80's, 90's or $100'S...as we close in on what will undoubtedly be once again record breaking Q2 revenues and earnings...Still thinking that year over year, in Y2000 AMD revenues will increase by close to 100% to over $5 billion and that eps will eclipse $7.00 and possibly break the $10.00 eps barrier, of course on a pre-split basis...(just remember, you guys didn't think 2 successive positive quarters were in the cards, let alone what now can be readily projected to be, come Decmber 31, 2000, 5 successive record breaking quarters for AMD and the possibility that AMD earnings will not only be greater than Intel's, something just 8 months ago you guys considered impossible, but in fact may come in at 2 or, can you believe it, 3 times the eps of Intel in Y2000)...And to think that one one has a choice of picking up AMD shares at $82 or Intel at $140...Some choice, eh Paulie??? If you had your choice, Paulie, which would you buy, assuming you are cashing in on December 31, 2000???