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

To: StockMan who wrote (37956)	10/2/1998 7:38:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1572348

Stockpest, I thought you were forecasting higher lossess for AMD this quarter. You pestered AMD holders all last quarter. Now you are pestering us on their cash position. I have some news for you, folks will be lining up to give Jerry all the cash in the world if he can show he has a speed competitive device. AMD is worth less than 3Bn, they could be worth 20-30Bn if they cut Intels nuts off with the K7 in performance and delivery. Stop pestering us with your posts. We know AMD will be profitable in Q4. We know that Dresden is coming on line. We know the K7 on 0.18 micron will be on line in Q2 99. We know AMD will have 300/333Mhz laptops with 100Mhz bus before Intel. We know Motorola wants to help out and screw Intel really really bad. We know the major Oems starting with Compaq want a real alternative. We know you haven't a clue. Please please buy more Intel and hold for the ride of your life next year. Oh and have a great weekend.

To: StockMan who wrote (37956)	10/2/1998 7:57:00 PM
From: JBoyd	Read Replies (1) \| Respond to of 1572348

AMD Cash Position Stockman: You bring up very few good points and should post much less than you currently do, but I think your point about cash flow being a concern at AMD is true; they are very heavily leveraged. Whether they have $400 million or $600 million isn't important, its whether they have enough resources to complete Dresden and cover any losses which they might incur initially. They certainly don't have the resources to incur losses like last quarter on a long term basis. The last 10Q was confusing to me; the numbers don't completely make sense. Fab Cost 1,900 Dresdner Bank (932) Saxony Grants (283) AMD (270) Net 415 Would appreciate any help you or anyone else has to offer. Jeff