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

To: StockMan who wrote (26569)	12/7/1997 7:54:00 PM
From: DRBES	Respond to of 1572512

re: "I'd say future losses for AMD are already factored in the stock price." You could not be more correct. Now just imagine what will happen when those future losses fail to materialize. And just imagine what will happen when iNTEL's future earnings fail to materialize. Some of this has already started to occur. Watch for iNTEL's profit warnings. STAY TUNED !!!!! DARBES P.S. I think that Brian H. is correct. You guys are acting increasingly frenetic and nervous. Scaring us will not solve iNTEL's very real problems.

To: StockMan who wrote (26569)	12/8/1997 1:39:00 PM
From: Petz	Respond to of 1572512

S, re:<Barbes/Petz actually thinks that AMD is going to be profitable with their 233's.> Don't know what you are refering to. AMD did not rule out a profit in the 4th quarter in their latest warning, but I am not counting on it, either. On 10/7/97, then said they needed 700M sales to reach breakeven. (It wasn't clear whether they were talking breakeven for the year or breakeven for the quarter, but I'll assume the worst.) Assuming ASP stays at $150, they need additional sales of 108M if you assume that the Memory Group dropped 10M and the Comm and Vantis groups grew by 5M. That would require 1.72M quantity in K6 sales, which is unlikely. Since sales were probably only 1.6M units, I'm looking for a loss of 18M before taxes, or net loss of about 0.09 per share. Petz