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

To: Maverick who wrote (33234)	6/12/1998 9:13:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1573431

<CPQ is 2 yrs ahead of INTC in 64-bit,'d continue to drive Alpha> Of course Compaq (Alpha) is 2 years ahead, Merced won't be out for 2 years. The question is who will be ahead when Merced does come out? My guess is that Merced will be well ahead of Alpha at that time. EP

To: Maverick who wrote (33234)	6/16/1998 9:30:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1573431

Maverick - Lehman CUTS AMD's estimates - forecasts a WIDENING LOSS lehman.com " EPS PROJECTIONS DOWN AGAIN TO REFLECT TOUGH CHIP INDUSTRY CONDITIONS; ALSO, WE ASSUME AMD DISCOUNTING VS. INTC'S PRICE LIST KEEPS AMD's ASP AT JUST OVER $100, RELATIVELY LOW. NOW PROJECT 2Q98 EPS AT $-0.38 (OLD: $-0.28), 1998 AT $-0.85 (OLD:$-0.50), 1999 AT $1.15 (OLD: $1.45), AND 2000 AT $1.60 (OLD: $1.85). ** STILL CAUTIOUS ON STOCK PROSPECTS. WITH LOWER EPS PROJECTIONS, 1-YEAR TARGET CUT TO $24 (OLD: $30) AND ONGOING LOSSES SHOULD KEEP NEAR TERM PRESSURE ON STOCK." I just thought you'd like to know this - so you won't be surprised next month when Jerry breaks the news to you. Paul