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

To: Petz who wrote (121539)	8/2/2000 4:22:54 PM
From: tejek	Respond to of 1575538

CSCO certainly didn't say that demand for their products was dropping. Petz, No they didn't......CSCO knows its a market leader; everyone is saying if CSCO doesn't come thru on their earnings next week, the Naz tanks big time. So all they were trying to do was reassure everyone that past component shortages ie flash would not hurt their earnings. The result is that AMD crashes. I want to see over the next few days if a fund comes in and starts to buy. ted

To: Petz who wrote (121539)	8/2/2000 4:33:00 PM
From: Bob Howarth	Read Replies (2) \| Respond to of 1575538

The question is price, price, price! How does the PRICE get set on one of these long term contracts? AMD IR told me today no change in guidance on memory business but this completely begs the question as to what PRICE gets set at down the road? If CSCO comments caused this disaster in AMD price, and I ran AMD, I would cancel contract with CSCO and let them find their flash someplace else. I doubt if ANYONE would sell them a bit, after this little incident. That is, unless this whole CSCO thing is a bunch of crapola.