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

To: niceguy767 who wrote (21860)	12/7/2000 5:25:03 PM
From: survivin	Read Replies (2) \| Respond to of 275872

GMs stable at 63%? niceguy, Are writeoffs of low grade parts figured into GM calculations? I'm trying to determine how GM's can remain stable when their sweet spot has been stagnant during a period where asps are under tremendous pressure. Yield improvements? Servers and mobiles? Strange. Their CFO just stated sales down in every segment except flash. Also, Barret's in a heap of trouble for his comments in Taiwan. I think he (and andy) even sold a bunch of shares recently--not good. survivin

To: niceguy767 who wrote (21860)	12/7/2000 5:28:14 PM
From: Dave Bissett	Read Replies (1) \| Respond to of 275872

<<...looking down the barrel of AMD's shotgun...> You have surpassed your usual eloquence. This is precisely the imagery I have been imagining but couldn't articulate as I witness the AMD/INTC saga progressing. To use another image, AMD's lineup makes me feel like it's a game where the second and third strings are about equal to the first, and I would dread like hell the quarters to come if I was playing them. dave