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To: Tony Viola who wrote (145578)10/17/2001 6:12:09 PM
From: Tony Viola  Respond to of 186894
 
This is sad. AMD person running the analysts' calls announced Joe Osha from ML and, later, Jon Joseph from SSB. Neither one or them bothered to call in, but had a substitute do it. Obviously, they are not interested in AMD. They both called into Intel CC yesterday.



To: Tony Viola who wrote (145578)10/17/2001 6:51:15 PM
From: Paul Engel  Respond to of 186894
 
Tony - Re: "Jerry, I think it was, said breakeven point with regard to revenues, is now at $950M, although they're working at trying to lower the magic point. Looks to me like they're a loooong way from profitability, doing 765 this quarter and maybe single digit growth in Q4. 1st and 2nd quarters are worse than 4th. Sounds like Scovel is going to be right "

Hammer Hammer Hammer - and LOSSES LOSSES LOSSES AHEAD


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