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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 (173)	1/24/1999 2:01:00 PM
From: DRBES	Read Replies (3) \| Respond to of 254

But AMD has a gift for disappointing. This punishes analysts that review them well. I am convinced that the stock would be higher and fluctuate far less if Sanders would telegraph the bad news as soon as he knows it. There can be no good reason for letting analysts believe in higher K6 shipments without leading them to also expect lower asp's. I am not giving up the ship, but I am frustrated. Regards, DARBES

To: Brian Hutcheson who wrote (173)	1/24/1999 8:47:00 PM
From: Paul Engel	Respond to of 254

Brian - Re: "PIII having heat problems "chip runs hotter than PII"" You will note that the early Pentium III samples, as actually described below, had a PASSIVE HEAT sink ONLY - WITHOUT A FAN ! Do you think Intel did something to the Pentium III to obviate the need for a fan attached to the heat sink? " Despite its awesome strength, Intel is having a few muscle spasms in its next-generation MPUs. For one thing, some testers of the first Pentium III samples found them running hotter than predecessors, even with a heat sink. That could probably be remedied by adding a fan for the chip, which for some reason wasn't included in the initial versions. " Paul