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To: jim kelley who wrote (59175)	10/29/2000 10:41:58 PM
From: Dan3	Respond to of 93625

Re: Why has AMD stock been tanking? I think the main reason is fear regarding the eventual release of P4. Secondary reasons are concern regarding a slowdown in the overall PC market and disappointment with AMD's Q3 report - vs. a year ago it was about a 100% increase but the serial increase was small and ASPs actually decreased slightly. This was due to a delay in the availability of DDR chipsets (to be remedied in a few hours) and no low cost chipsets with integrated graphics, which isn't yet fixed. The main fear is that Intel's P4 will be very strong - recent leaks and continuing delays indicate that will not be the case and AMD's stock has begun to rise. Dan