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To: Petz who wrote (1823)10/29/1997 7:23:00 PM
From: StockMan  Read Replies (1) | Respond to of 6843
 
p,
How much AMD do you own. More than 500? 1000?, a few calls.

My guess is that you own 1 call (the 1 call guy) . That's why you cheerlead so.



To: Petz who wrote (1823)10/29/1997 9:14:00 PM
From: Brian Hutcheson  Respond to of 6843
 
Thanks Petz for price list , too bad Intel couldn't buy back more stock . We could have told them that , with a $128 bln market cap still even if they used up all their cash (not likely) they would not be able to buy more than 7.8% of their stock . In other words at these prices Intel can't afford their own stock ,
regards , Brian



To: Petz who wrote (1823)10/29/1997 9:52:00 PM
From: Patient Engineer  Read Replies (3) | Respond to of 6843
 
John and all, Re:"It is still true that with these prices AMD can maintain an
ASP of $150 by simply selling more 233's than 166's during the second half of the
quarter"

Do we have any evidense that AMD is selling *ANY* 233MHz parts currently? I don't see any advertised in systems and they still aren't on the price list at The Chip Merchant. This could be a disasterous quarter based on this historically reliable indicator.



To: Petz who wrote (1823)10/30/1997 3:32:00 AM
From: Yousef  Respond to of 6843
 
John,

Re: "AMD can maintain an ASP of $150 by simply selling more 233's
than 166's during the second half of the quarter and by selling a few mobile Pentiums to
pay for Tier 1 discounts."

You seem to be forgetting that the K6@233mhz is in "very short supply"
and these "mobile K6's" are non-existent. Maybe you would like to give
us one of your "famous" predictions for AMD's Q4 earnings, John ??

Make It So,
Yousef