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

To: Petz who wrote (33868)	7/2/1998 6:57:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1574258

Petz: Cover the earth with Intel's tears? This is certainly a steep upwardsramp as we have average die size dropping and yield increasing. Do you think there is any meat in that lawsuit where Int el is accused of selling the same die from the same batch marked at different speeds? Baush and Lomb tried that with contact lenses and tried to say they were different systems for different maintenance regimes and thus the same lens from the same dies could be sold at different prices. The courts said no it is a fraud. In essence those people who paid extra for high speed parts were cheated as the same parts were sold for less and marked as slower. Same as the B%L case IMO. Of course B&L whimpered about different batches and different etc etc, but retained samples made the lie of that. I wonder does Intel retain good/bad samples of each wafer cut up, along with the good/badratio abd assorted yield analysis?? This will make great fodder for the courts?? Bill

To: Petz who wrote (33868)	7/2/1998 8:18:00 PM
From: StockMan	Respond to of 1574258

P, Re -- AMD Q results. What is your estmate of how much cash will be shown on AMD's balance sheet? I say 612 million. Stockman

To: Petz who wrote (33868)	7/2/1998 8:49:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1574258

Your numbers are a bit optimistic. I suspect that your K6 sales may be a smidgin too high. The bad news will be in non cpg. Due to Flash price implosion and Vantis problems etc. there may be a 10-15% decline. If they do 275 CPG and 300 non CPG you may have $575M. You could easily have a $100M loss or (0.75)/share. PS, I personally am guesstimating a loss of 0.50-0.70 range. Regards, Kash

To: Petz who wrote (33868)	7/3/1998 3:54:00 PM
From: High Desert	Respond to of 1574258

Petz: Your analysis is likely very close. Let's see on Wednesday. Do you have the replay telephone number?

To: Petz who wrote (33868)	7/6/1998 1:30:00 PM
From: Petz	Respond to of 1574258

Revised AMD Loss Estimate: from looking at prices of K6 0.35's which are continuing to drop, I believe there's an overhang of unsold chips in the market, or a BIG pile of them was sold dirt cheap (say, $50). So, I'm revising the 0.35 K6 revenues from $128M to $96M, making loss before taxes $79M, 47M after taxes=(0.33). Still, the numbers when they come out will be viewed at worst as being neutral, since total chipments will be above the 2-2.5M promised. If AMD can manage to announce availability date for 350 MHz, the stock could even pop. Petz