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

To: A. A. LaFountain III who wrote (52976)	3/19/1999 8:54:00 PM
From: Scumbria	Respond to of 1583493

Tad, Class, as in a group, as opposed to class as a delineation of desirable social traits Well said ;^) Scumbria

To: A. A. LaFountain III who wrote (52976)	3/19/1999 9:47:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 1583493

<If I were of counsel to AMD....> Counsel??? Judging from your comments and analysis of AMD and the CPU industry, I don't think you are even qualified to give investment advice, let alone legal advice. Jerry Sanders has been intentionally misleading investors for years regarding everything from yields to profitability. The fact that some investors are finally trying to hold AMD and him accountable is hardly "frivolous". FF

To: A. A. LaFountain III who wrote (52976)	3/19/1999 11:59:00 PM
From: Cirruslvr	Respond to of 1583493

Tad - RE: "1) With no public guidance from the company (and, I believe, no private guidance, either), several analysts took it upon themselves to raise their estimates during late December and early January." "As a defense, AMD could offer that shareholders' losses from $33 were unfortunate, but the company had not guided people to the higher expectations that had led to the increase in price" If I recall correctly, I remember reading that AMD told Merrill Lynch in December they would make 5.7 million processors in the Q, rather than 5.5 million. As a result, Kurlack upgraded AMD. I think the stock reacted positively that day. Can anyone backup or disprove my memory? I also remember the eerily accurate Kumar, who was VERY negative on AMD in the months prior to the Q4 earnings release, raising his AMD estimate. The prior two quarters, this guy hit the nail right on the head with his reveune estimates. He obviously had (has?) contacts within the company and he reported his estimates to News.com, who ran an article very early in the morning telling what Kumar expected. When News.com ran their regular Kumar estimates of Q4, he raised his per share estimate of AMD, but he also said he expected ASPs to be lower than $100. However, his ASP estimate was a few dollars above what AMD actually ended up having (approx. $94 vs. $88-89 respectively). I also remember other analysts raising their estimates for AMD. Maxwell had a fairly accurate table of what different analysts expected AMD to earn in Q4. RE: "The portion of the shareholders' losses due to manufacturing problems at AMD were, apparently, quite small." I disagree with that statement. If AMD didn't have any manufacturing problems, they would have easily made much more money in Q4 (because of a greater percentage of 350-400MHz processors made as opposed to, at the time, worthless 300 and 333MHz processors), and probably easily made a profit this Q (because of the 400MHz processors and new 450MHz ones). That manufacturing problem will probably continue to haunt AMD until Q2 (not as an actual manufacturing problem, but as a result of delayed higher MHz processor availability). Hopefully next Q, AMD will actually have 450MHz K6-IIIs made to offset Intel's price drops. Does AMD force you to sign a Non-Disclosure Agreement (NDA)? Or are you not allowed to disclose that info? ;)

To: A. A. LaFountain III who wrote (52976)	3/20/1999 9:07:00 AM
From: gnuman	Read Replies (1) \| Respond to of 1583493

AA La Fountain III re:X86 Server market Could you provide us some insight into the size of the X86 server market in terms of unit volume? (Either chips or systems). I'd be interested in a breakout of PII/PIII vs XEON. TIA Gene

To: A. A. LaFountain III who wrote (52976)	3/20/1999 11:18:00 AM
From: DRBES	Read Replies (1) \| Respond to of 1583493

re: "If I were of counsel to AMD, I'd point out the following:" Do you think that you might have any problem with your opponents pointing out that you were selling every share that you owned during this period. Regards, DARBES

To: A. A. LaFountain III who wrote (52976)	3/20/1999 3:53:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1583493

Tad - Re: "AMD could offer that shareholders' losses from $33 were unfortunate, but the company had not guided people to the higher expectations that had led to the increase in price and that Intel's actions were not of AMD's doing. " I can't believe you posted this nonsense. DId you listen to AMD's conference call? Did you hear Jerry Sanders say that K6-2 400 MHz problems were understood and solved and that the second part of Q1 would see great increases in 400 MHz shipments ? Did you hear Jerry Sanders tell all listeners that Q1 would see an INCREASE in GROSS MARGINS to >40% ? If not, send me you address and I'll mail you a recording of the conference call - let me know if you prefer DAT format or audio cassette. Paul