Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bruce A. Thompson who wrote (51224)	2/27/1999 8:55:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1572630

Private Bruce - Re: "IPREDICT $.15 FOR Q1!! Put that in your pipe and smoke it." Two weeks ago AMD said they expect a possible LOSS and here you are telling me that AMD will earn MORE than they did last quarter. Looks like you do your thinking with your ears and mind closed and you mouth flapping in the breeze. Paul

To: Bruce A. Thompson who wrote (51224)	2/28/1999 10:04:00 AM
From: Yousef	Read Replies (2) \| Respond to of 1572630

Bruce, Re: "Last quarter AMD beats estimates made before the quarter started ... I PREDICT $.15 FOR Q1!!" Earth to Bruce ... AMD has already said they expect a LOSS. Weren't you a little "optimistic" last quarter ($.41) ... Looks like that "trend" will continue. Of course Bruce, I'm giving you the benefit of the doubt ... Otherwise I would think YOU'RE A LOSER. <ggg> Make It So, Yousef

To: Bruce A. Thompson who wrote (51224)	2/28/1999 11:49:00 AM
From: DRBES	Read Replies (1) \| Respond to of 1572630

re: "I PREDICT $.15 FOR Q1!!" I hope that you are correct; even conservative. But you are probably not. AMD almost always surprises negatively. Brace yourself for even one more negative surprise. The real issues are speed bins, yields, and flawless K7 execution not to mention getting up a new facility (Dresden) on thin staff. They have a recent, though not uniformly, bad record in all of these areas. Brace yourself for some disappointments that the market may not easily forgive. Regards, DARBES