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Technology Stocks : AMD: A thread for real AMD investors not nit-picking twits -- Ignore unavailable to you. Want to Upgrade?

To: Brian Hutcheson who wrote (144)	1/4/1999 4:13:00 PM
From: survivin	Read Replies (1) \| Respond to of 254

Damn, they must have sold a ton of chips last quarter. So does anyone think the published report from last week of 5.5 mil is correct? This story suggests they had no problems with consumer acceptance. techweb.com Does all present amd manufacturing come from austin fab 25? If so, this place must be incredible.

To: Brian Hutcheson who wrote (144)	1/15/1999 9:47:00 AM
From: DRBES	Read Replies (2) \| Respond to of 254

As we all know the initial Celeron offering was a dog. iNTEL then came out with a relatively expensive to produce cached version of this inferior chip. I suspect it can easily be shown that based on actual cost of production (silicon real estate occupied) and amortization of actual development costs that this chip is a money loser for iNTEl and serves only to undermine its competition in the marketplace. Also, it may be shown that its performance is so closely related to its pII performance rating equivalents that their pricing practice amount to being predatory against offerings from its competition. If this argument appears to have merit, would someone please approach management at AMD with reference to an appropriate lawsuit and an approach to the Justice Department on this issue? DARBES

To: Brian Hutcheson who wrote (144)	2/8/1999 2:12:00 AM
From: Paul Engel	Respond to of 254

Hutch - Re: "IBM , Compaq , HP etc. are preparing to jump ahead by releasing K6-3 PCs instead of K6-2 400s " Do you still think this is the case? How's your vacation ? I know you wouldn't miss all this AMD action for any other reason - unless you were "taken ill" by all the good news. Paul