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

To: kash johal who wrote (10806)	9/29/2000 4:49:19 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Kash, <3M K6 @42 = 126M> Interestingly, when measured against guidance, this is the same line item I am most concerned about. OTOH, Q4 shipments may have gone up a little for AMD in the last 24 hours. What a difference a day makes! P4 delayed and Timna headed for the dumpsters. Probably half the thread had serious concerns about these programs. Wonder if Intel perma-bulls at least have a hint of the rot at Intel that AMD threadsters were talking about for at least a year or if people still have their heads buried in sand. Paul used to be quick to take zings at Athlon or Duron whenever there was a chipset/motherboard problem. Let's see how long it takes for our man, the leading Intel perma-bull, to get out of his depression and give some cute names to Timna and Willamette. Chuck