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

To: kash johal who wrote (4292)	8/10/2000 1:01:46 PM
From: chic_hearne	Respond to of 275872

Re: It was a terrible conf call. It was actually embarrasing Kash, I'm not saying it was a good call by any means, but I don't think it was as bad as you were making it. Personally, I like that everything is going to be open. I didn't see this coming. I know people working on SMP boards for the Itanium at IBM and they are under very strict NDA's. They won't even tell me anything and I work with them for the same company!! I should have dumped immediately afterwards I dumped 2 minutes in and managed to get out with only a half point loss from shares purchased in the morning. chic

To: kash johal who wrote (4292)	8/10/2000 1:38:28 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Kash, Re: It was a terrible conf call. It was actually embarrasing. Hm, maybe Yougang was right an the whole conference call was some sort of "public stunt" to try stopping the falling stock price. I'm just speculating but maybe the x86-64 announcement was originally scheduled for Linuxworld Expo (August 15th, see AMD website). Today's date for the announcement didn't make much sense at all. You should have kept those puts... ;-) Andreas

To: kash johal who wrote (4292)	8/10/2000 2:02:59 PM
From: Mani1	Read Replies (3) \| Respond to of 275872

Kash, CC was what I expected, nothing more, nothing less. AMD is falling because it is now more obvious than ever that they are losing market share. There is no denying this! Just take a look at advertisements out there. IBM has been Intel only for months now. GTW has reduced Athlon advertising and does not promote it on its website as much any more. Duron and TBird continue to be very limited. On the notebook front AMD is loosing major market share. Stores used to be mainly AMD in the notebook segment, now they are 80% or more Intel. AMD has not had any wafer start for the old Athlon for months. Something has to give soon, either a big rush of TBird and Duron by major OEM's on all fronts, or an AMD earnings miss. I continue to wait before buying back in. I am seriously looking at 2003 leaps. Mani