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

To: Bob Howarth who wrote (121512)	8/2/2000 3:00:12 PM
From: steve harris	Respond to of 1575446

Bob, re:CSCO contract I am out of my league to venture a guess how it works. steve

To: Bob Howarth who wrote (121512)	8/2/2000 3:06:56 PM
From: Road Walker	Respond to of 1575446

Bob, Cisco said that they were doing well because the supply constraints on flash were easing. The next assumption is that the folks that sell flash will not do as well in sales/ASP's in a non-supply constrained market. It's well known that AMD is the major flash supplier to Cisco. So the assumption is that AMD will not do as well in flash going forward. I don't agree with any of these assumptions. John

To: Bob Howarth who wrote (121512)	8/2/2000 3:57:43 PM
From: tejek	Respond to of 1575446

Steve. I don't get it. If CSCO in March got AMD to supply their flash for 3 years, then what in heck is everyone selling AMD for? Did market expect AMD to default and not supply the flash? What am I missing? How does flash price in a long term contract get set? Is CSCO bargaining the price down? Bob, I see that J. Fowler has explained to you the situation....I suspect you will think the market's reaction is not rational and I agree with you. IMO, the markets have not been rational and have not reacted well to most announcements for the past month now. So its we investors who have to decide what is real and what isn't, and go from there. ted