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

To: Bill Jackson who wrote (34775)	4/4/2001 10:34:41 AM
From: herb will	Read Replies (3) \| Respond to of 275872

Dear Bill, “this means Alcatel has a huge problem, zero cash and lines of credit tightening.Looks like Alcatel has more to fall” One major flaw in your concoction is that Alcatel seems to be doing just fine. alcatel.com Also, where did Andreas dream up the twenty bucks, e.g.. AMD is agreeing to $20 when the market is over $40? Yipes! Herb

To: Bill Jackson who wrote (34775)	4/4/2001 11:09:49 AM
From: Petz	Read Replies (2) \| Respond to of 275872

Bill, I remember one case where long term supply contracts were ruled null-and-void. I think some natural gas pipelines in the 80's managed to get out of their fixed-price contracts with producers by proving that they would go bankrupt if the contracts were enforced. The AMD comment that earnings will not be affected seems to be a strong hint that earnings are OK. Not shipping 37 million worth of flash certainly will affect sales, and, no, this doesn't affect accounts receivable at all. If the parts weren't shipped, the sales were lost for Q1 at least. Petz