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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (3325)	8/2/2000 3:43:12 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

62 RTQ. Charming. 8.4M shares so far. Kash, if Toni emails me and says, "there is no fundamental reason for the stock performance," can I sue (and win) if horrible news breaks within days of the email? Doug

To: kash johal who wrote (3325)	8/2/2000 3:53:55 PM
From: Maverick	Respond to of 275872

SSB:Athlon is selling well Excerpts fr SSB's The Semii Beat, 7/31: AMD continues its transition from the classic Athlon to the Duron / Thunderbird platforms. The standard Athlon systems are selling well but the price premium of the associated motherboard has cooled over the past several weeks. Component suppliers into to PC market are all expecting a double-digit pickup in the market in both Q3 and Q4, with most of the ramp beginning in August. For example, Integrated Circuit Systems (ICST---20 1/16, NR), who has 70% share of the clocks going into personal computers, is looking for a strong leg up, beginning by mid-August. Most of the strength is expected to come from a post-Y2K rebound in U.S. and Europe corporate markets, while Asia Pac and Japan continues to be very strong. According to our PC analyst, Richard Gardner, Compaq outlined a bullish PC forecast for the second half of the year citing corporate transistions to W2K would begin in 2H. Also, at its analyst meeting on Thursday, Microsoft suggested that the W2K Service Pack One (to be released on Aug 1st) may cause an acceleration in PC upgrades, which would also be positive for PC demand.

To: kash johal who wrote (3325)	8/2/2000 3:55:30 PM
From: Mani1	Read Replies (4) \| Respond to of 275872

Kash re <<I think something stinks at 1 amd place.>> Hmmm... Well, something is clearly not "normal" today! We have not had such big volume in a "non news" day for a very long time. Big sell off, no question about it. And there is a reason for it. I hope it has to do with the tender offer or something in that line. Mani

To: kash johal who wrote (3325)	8/2/2000 4:07:56 PM
From: Hans de Vries	Read Replies (2) \| Respond to of 275872

Kash, The institutes were very quit today, mostly buying. It must have something to do with these $400 million of "11 percent Senior Secured Notes" How is AMD going to pay all this money? (Q1+Q2 profit together is just enough). Are these shares or is AMD paying off debt? Regards, Hans.