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

To: Jeff Fox who wrote (34135)	7/9/1998 11:25:00 AM
From: Ayman Abukhater	Read Replies (1) \| Respond to of 1571927

Wow! What a disappointing results. The only thing that could save AMD is an acquisition by some company. Even then, what does AMD going to bring to the table especially with eroding bottom line. AA

To: Jeff Fox who wrote (34135)	7/9/1998 12:24:00 PM
From: StockMan	Respond to of 1571927

Jeff, Re -- Worse than that... With cash is $692M, most will be spent next quarter. Nope, my estimates for cash on hand at the end of this Q is 487 million. AMD has a long way to go before it depletes cash. Stockman

To: Jeff Fox who wrote (34135)	7/9/1998 12:58:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1571927

K6 is not making money due to extremely low yields. If the manufacturing/speed issues are resolved, the product will start making money. It really isn't that complicated or scary.

To: Jeff Fox who wrote (34135)	7/9/1998 1:00:00 PM
From: Paul Engel	Respond to of 1571927

Jeff - Re: " If this was a car the air bag would be deploying! What an impressive crash!" The "air bag" was deployed yesterday afternoon - you can hear him on the conference call replay. Paul

To: Jeff Fox who wrote (34135)	7/9/1998 3:05:00 PM
From: Petz	Read Replies (1) \| Respond to of 1571927

Jeff, your post is FULL OF LIES So add the incremental increase of capital expense to your operating loss voodoo economics. if you're doing that, SUBTRACT the depreciation of $113M from the loss. No one pays depreciation. You can bet that communications group erosion largely due to wafers stolen for K6 starts. No comm parts are made in Fab 25. The cost of raw wafers is an insignificant cost of about $13M for 2.7M CPU's. With processor sales UP next quarter expect capital expense and operating loss to increase proportionally. Current production rate is nearly twice the average of the first quarter, with no increase in capital equipment. This is something called *EFFICIENCY*, something that Intel, with its seven megafabs, still has to learn. Perhaps you also didn't hear that the Sharptooth, with full speed L2 cache has only a 117mm die size, much smaller than even the cacheless Celeron, and with the performance of the Xeon. BTW, the Sharptooth is 10% smaller than was previously disclosed. Petz