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To: VICTORIA GATE, MD who wrote (45704)1/15/1998 9:20:00 PM
From: Barry A. Watzman  Read Replies (3) | Respond to of 186894
 
When you posted this back in December, Paul Engel wrote a response telling you, in essence, "no way". I ABSOLUTELY concurred with Paul, for while I think that all 3 of us (& many others) thought that AMD could go belly up, Paul and I "KNEW" that for a company this size, it "COULD NOT" happen so quickly.

Now, after reading the conference call summary, if it is accurate (which I have no reason to doubt), I am not so sure.

If this happens as you originally posted, I'm going to have to conclude that you are some kind of telepath.

And I no longer believe that it is out of the question.

Barry Watzman



To: VICTORIA GATE, MD who wrote (45704)1/15/1998 10:27:00 PM
From: Jeff Fox  Respond to of 186894
 
VG, re AMD mortality

Thanks for the repost. Its obivous to me that something has to change. Like AMD must find $.5 billion or more in "new cash". The lender (or equity provider) must be satisfied with goring Intel and not want any return for his money. Oh, and also not want any of his investment back either!

Do you see a shorting opportunity here, Vic?

Jeff


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