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

To: Robert Walter who wrote (34023)	7/8/1998 11:27:00 AM
From: Joey Smith	Read Replies (3) \| Respond to of 1572202

re:Rumors again have AMD releasing the K7 in the 4th Q. i thought there was going to be a K6-3 late in the year??? i seriously doubt that the K7 (with Alpha bus) will be anyway near ready this year... unless AMD finds a suitor, i don't think there will ever be a K7 period!! Poor, undereducated Jerry Sanders should have taken a strategy 101 class before becoming CEO. He has no clue what he is doing. joey

To: Robert Walter who wrote (34023)	7/8/1998 1:04:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1572202

Robert - Re: "One question are you still holding any AMD stock? " Interesting question! I got out of AMD last year between $30 and $33. Last week I bought some more at $17 1/8 - just as a lark. So, I am once again an AMD stockholder. Frankly, I'm tempted to unload today and accept a small profit. You never know what news AMD will come up with in a few hours. Paul

To: Robert Walter who wrote (34023)	7/8/1998 1:10:00 PM
From: Paul Engel	Respond to of 1572202

Robert - Re: "once the K7 speculation starts it could very easily lead AMD to new highs. Rumors again have AMD releasing the K7 in the 4th Q." The K7 will be a SLot architecture and will tell everybody - INTEL WAS RIGHT. The K7 will require a new CHIP SET and motherboards and essentially a whole new infrastructure. Who is going to build that? Who is going to fund that? Let's face it - today, Compaq and IBM and HP are buying AMD parts BECAUSE THEY ARE CHEAP - NOT STATE OF THE ART. My guess - The K7 will diverted to a Slot 1 design and AMD will file a suit against Intel to void their existing contracts and allow AMD to use the Slot 1 interface. This will be a risky thing to do - but less risky than a "Lone Ranger" K7 Slot A approach. Paul