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

To: Monty Lenard who wrote (125162)	10/2/2000 7:28:40 PM
From: chic_hearne	Respond to of 1578271

Re: chic, has AMD been pretty straight forward with their shareholders in the past as far as warning or are they like HWP and some of the others who JUST MISS em without warning? Monty, I'm not the one to answer that question. chic

To: Monty Lenard who wrote (125162)	10/2/2000 8:58:32 PM
From: ajbrenner	Read Replies (2) \| Respond to of 1578271

Re:"has AMD been pretty straight forward with their shareholders in the past as far as warning" Monty, Since all AMD has done for the past 4 Qtrs is miss on the upside the answer to your question would be "no AMD has not been straight forward when it comes to upside misses." However I do remember them warning three times for one of there worst downside misses. I think that was the Qtr that prompted all the lawsuits. ajb

To: Monty Lenard who wrote (125162)	10/2/2000 9:23:35 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 1578271

Monty, Re: <has AMD been pretty straight forward...> Going back to the K6 launch. 233 KHz. promised at launch in ? March? None 'till September, No real quantity 'till December. No Negative announcements, just NO NEWS at all. Completely sealed up. Locked Lips. Couldn't get anything out of them. Couldn't find product anywhere! I don't think this is the same situation at all. Then I ordered a K6-233 on announcement day and sold a large hunk of the stock in June when it hadn't been delivered yet. Today I can go to my local screwdriver shop and buy one of 4 K7-1G chips on their shelf. I don't, 'cause I bought an 800 MHz last month for around $300. This time around Toni has said multiple times that the Q is on schedule. When I look around I see Durons & Socket Athlons(Figure anytime you sell a socket chip you stick another $25 in your pocked due to reduced cost.) in quantity in the local shops with MOBOS to stick them into. When I ask I'm told they are selling VERY well -- generally outselling the INTC line in the shops I see. I see the first month of the Q weak(July). I missed most of August due to work, so don't know what was going on around my territory, but by the time I got back, around the first of September the AMD products were selling well. IMO AMD MAKES the Q with shining colors, Record earnings, lowering invntory and raising production estimates(Remember, that with AMD it's in inventory 'till it's sold to the customer, not 'till it's sold to the wholesaler like some companies in the biz)! It was really kind of obvious within 6 months of K6 Launch that all was not well, though I didn't sell the last of my AMD stock on that time around 'till the Vinod announcement(November?). Just my opinion! tgptndr (Who is getting pretty close to the end of dry powder, but still has some thanks to INTC shorts and puts that only paid off to the tune of $13/share instead of $31/share thanks to my paying attention to that *cumbag Whittington!)