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

To: Pravin Kamdar who wrote (11515)	10/5/2000 1:28:32 AM
From: Chung Lee	Read Replies (1) \| Respond to of 275872

Pravin, AMD is my only investment, and I am fully margined in it to the point that I borrow money to pay the rent in order to keep the shares that I have. I hope you are joking, if you are not, good luck, and if AMD starts moving up, please get out of margin,(it is too late for counselling) the thought of anyone losing everything in the stock market makes me sick, especially in AMD. Chung

To: Pravin Kamdar who wrote (11515)	10/5/2000 2:04:16 AM
From: Pravin Kamdar	Respond to of 275872

Q3 EPS estimate: K7 Sold: 3.8M K7 ASP: $160 K7 Rev: $608M K6 Sold: 2.4M K6 ASP: $40 K6 Rev: $96M E&C Rev: $80M ===== CPG Rev: $784M Mem Rev: $416M Other: $100M ===== Total Rev: $1,300M Total Exp: $990M ======= Gross Profit: $310M (Before one time gains and losses) Taxes: $62M ===== Profit: $248M Shares: 363M ----- EPS: $0.68 Share Price: $30.50 I think that AMD switched over K6-2 production to Duron production very aggressively in the quarter, but Duron sales were limited due to motherboard prices. I think this will cause them to miss the 7 million unit target. However, I also think that Athlon sales have been better than expected and that the 3.6 million target will be exceeded and save the quarter. Pravin.