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

To: Pravin Kamdar who wrote (48264)	2/3/1999 4:54:00 PM
From: Ritz	Read Replies (2) \| Respond to of 1571802

Pravin: Re: "There can only be two reasons for this" A third possibility is a major K7 delay/bug/production problem that they have yet to work out..... -Ritz

To: Pravin Kamdar who wrote (48264)	2/3/1999 5:48:00 PM
From: Xpiderman	Read Replies (1) \| Respond to of 1571802

>>There can only be two reasons for this: AMD has made earnings projections based on Intel's latest round of accelerated Celeron price cuts and realizes that ASPs will be close to $80 for the quarter and that they are going to lose a lot of money. Also, they may have found that their mask fix did not increase the speed splits after all. They know that if they walk into the upcoming analyst meetings and stick to the story they gave at the last conference call, they will face a shareholder lawsuit when Q1 results come out. I'm sick of this crap.<< Good analysis, Parvin! Based on AMD Jerry's used-car-salesman type of personality, you need not only listen what he says, more importantly, you need to know what he is trying to avoid to talk about. What happened last time when AMD pulled out a analyst conference? Here is the answer: >> A $100,000,000 loss followed the last time AMD did this ! Paul<<