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

To: DRBES who wrote (12033)	10/8/2000 12:33:42 AM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Patient Regards - Re: "BTW my screen is now loaded with blue from the "thread clown"; do please let me know if any of his posts are worth reading, for humor (intended or not intended) or otherwise" You already read them - you're not even good at faking ! By the way - is Patient Fuchi in the same institution as you?

To: DRBES who wrote (12033)	10/8/2000 12:14:52 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

DRBES: It must be tough for him to have been so wrong about the phenomenal Athlon story that is unfolding...Sorta like someone living on a small island not being able to find water...It sounds like somewhere along the way, notwithstanding the postgraduate education, that something fundamental in his background has been overlooked...

To: DRBES who wrote (12033)	10/8/2000 3:56:47 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

DRBES: If INTC's Q3 revenue growth rate is 4%, then their microprocessor unit sales will have to increase by 20%, I would think, given the likelihood of a declining ASP...that is, unless they unloaded a raft of investments in Q3... If INTC's Q3 unit sales increased by 20%, wonder what AMD's increased by...and wonder how much AMD's ASP has risen in Q3 with the transition form low ASP K6's to high ASP K7's... The more I think about it, the more I agree with your earlier posts suggesting a very wide potential range for Q3 eps, a range at the top end exceeding a Q3 eps of $1.00...Impossible??? Maybe, but then again, maybe not!!! Certainly the consensus around $0.60 may prove a tad, maybe even a big tad, on the conservative side!!!