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

To: Maxwell who wrote (31362)	4/7/1998 11:49:00 PM
From: StockMan	Read Replies (3) \| Respond to of 1571176

Maverick, What you missed is that AMD's ASP's will be $100 regardless of the process. Also AMD's margins will be 18%. Tough to make money in any Q, with the above parameters. AMD in a very weak position, IMHO. AMD's stock price however will ignore this and could go up tomorrow. Stockman

To: Maxwell who wrote (31362)	4/8/1998 12:04:00 AM
From: Buckwheat	Respond to of 1571176

Maxwell,,,, Thanks. Good Summary. Buckwheat