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

To: Brian Hutcheson who wrote (42416)	11/30/1998 4:23:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1573030

Brian, Just got back from Europe for last 10 days. Business is booming out there too. Looks like a good Q4 for most semi companies. I just doubled up on NSM as they will be reporting next week. What do you think of Tom Kurlacks report suggesting another major OEM for AMD soon. I though his analysis was pretty good suggesting the execution of 0.18 micron will be key to AMD's success. Even if AMD only ships 2-3 M K7's in 2H 99 that should blow all the earnings estimates wide open. I suspect we will be seeing $35-40 a share after January earnings report. regards, kash