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

To: Kevin K. Spurway who wrote (53961)	4/2/1999 2:38:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1571964

Re: "The RIGHT question is: how much future value will the market attribute to the K7? It's not about revenue NOW. It's about revenue in the future." I notice that the K7 revenue anticipation has added enormous value to AMD's share price. So much so that it is now almost down to 1/3 what it was 15 years ago. The K6 bologna hype drove the share price up over $40. The same type of K7 bologna hype has the share price scrapping $15. Is this the kind of value you are speaking of? AMD has incurred HUGE losses following the disastrous Nexgen $500 Million ripoff so even far more revenue would be needed to bail out a sinking ship with an even bigger hole. The real question is what's going to happen when the K7 finally comes out and reality meets hype. It won't match Intel's processors and AMD won't be able to hide the fact with foils and behind the curtain sneak peeks. This is like a strip tease show where the anticipation is better than the finale when the last hint of clothing comes off. The longer they can tease you the longer they can keep you interested and Scumbria is wide eyed in the front row. EP