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

To: Yousef who wrote (36851)	9/9/1998 2:10:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 1570523

AMD K6-2-400MHz On Track for Q4! cbs.marketwatch.com "Shares of Advanced Micro Devices rose 8.3 percent after analysts at Donaldson Lufkin & Jenrette reiterated their "buy" rating on the company. Analysts Charles Boucher and Christopher Bunn said strong third-quarter sales strength gives the company (AMD) "a fighting chance to break-even." Furthermore, the analysts believe the company is on track to ship 400 MHz microprocessors in the fourth quarter to compete with Intel Corp. A 450 MHz processor is due in the first quarter of 1999. Boucher and Bunn set a 12-month price target of $32 a share. AMD shares rose 1 1/4 to 16 3/8." Let me remind everyone including many Intelabees on this thread expect AMD will lose ($0.18) to ($0.20). Break-even is beating expectation by $0.20 and is excellent. Also Kumar think AMD can't make K6-2-350MHz in any volume and will miss the Christmas season with the 400MHz. Our process expert Yousef thinks AMD can deliver the 400MHz parts by Nov. 1, 1998. I agree with him. Things are looking up. Maxwell

To: Yousef who wrote (36851)	9/9/1998 2:53:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1570523

Yousef - Re: "The "box score": AMD -44% Intel +453%" Ahhhhhh...but AMD now has so much more "potential" (© albert). Paul