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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Van Nguyen who wrote (25347)	10/27/1997 11:00:00 AM
From: Jim McMannis	Read Replies (3) \| Respond to of 1575627

Turn out the lights, the party's over. AMD, what a dissappointment.

To: Van Nguyen who wrote (25347)	10/27/1997 12:33:00 PM
From: Petz	Read Replies (1) \| Respond to of 1575627

Van, re:<Intel cut price of all its chip by 20%> Can you give me a reference for this? Petz

To: Van Nguyen who wrote (25347)	10/27/1997 1:41:00 PM
From: Bruce Kellison	Respond to of 1575627

Dear Van, These Intel price cuts were anticipated in AMD's last conference call. They catch no one by surprise. AMD may be headed back to the teens, but it won't be on fundamentals unless there is news out that yields are not increasing at Fab25. And the fact that you can't find the chips listed in the Chip Merchant is not sufficient evidence that AMD is not supplying its Tier 1 and 2 customers. Let's wait to hear concrete news on yield trends before we jump ship. Bruce