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To: Burt Masnick who wrote (77539)	4/1/1999 10:28:00 AM
From: Ibexx	Respond to of 186894

Burt, In nine of ten cases, a delay in reporting earnings--losses in AMD's case--spells troubles big-time. Ibexx

To: Burt Masnick who wrote (77539)	4/1/1999 10:32:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Burt, You paint a very bleak picture for AMD. If you are correct, they are a likely takeover target. You should consider investing long while the stock is still low. Scumbria

To: Burt Masnick who wrote (77539)	4/1/1999 1:16:00 PM
From: Paul Engel	Respond to of 186894

Burt - Re: "The nominal reason for this is that they have not completed restructuring plans, whatever that means. If the report is true, and we haven't seen it on the wires, that would cap a period where AMD ducked virtually every investor conference in the recent past, announced a forthcoming loss of significance, has seen prices for their product sink fairly rapidly and witnessed a serious counterattack from Intel on the lower price consumer front. They have had to goose voltages to compete on the MHz front. Their yields can't be very good and they announce that they will fall short on unit deliveries. Oops, I forgot to add the Jerry said that AMD is winning." Maybe we will get another SURPRISE from Jerry. Maybe AMD will "re-state" their earnings from the prior quarters and actually post a LOSS in place of the meager profits in the 2 prior quarters. Wouldn't surprise me ! Paul