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

To: kash johal who wrote (54113)	4/3/1999 7:19:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1571636

Kash, RE:"The imminent production release of 600Mhz k-7's in a 0.25 process could be cause for a "run" on "depends" in the Yousef household."... I know I'm surely not going to diaper the boy. Especially considering how full of it he is... --- One more thing...I see some Intelabees claiming AMDs copper process is too chancy and gonna bomb. Well. The K7 on .25 will NOT be on copper...another safegaurd AMD has taken to get the K7 on the street. Besides, the K7 has been running on copper since July 1998. As for buying AMD now, it could go lower depending on how low the earnings are. Preliminary estimates are for -.30 to -.39 with less than 5 million chips. Remember that space was taken away from the K6-2 for the K6-III and K7 last quarter and yields on the K-III came too late in the quarter to make up for it. Jim

To: kash johal who wrote (54113)	4/4/1999 1:36:00 PM
From: Paul Engel	Respond to of 1571636

Kash - Re: " I suspect yousefs "shorts" are getting a "wee" bit wet with this announcement and the huge quantities of 400Mhz and above parts shipping from AMD." Yousef's "SHORTS" are filling up with MONEY - in case you haven't noticed, Mr. Market has taken note of 400 MHz Kmart 62 shipments, their plummeting ASPs, and has valued AMD at $15 5/8, quite a bit below where Yousef shorted AMD. With AMD's reported DELAYED earnings/losses announcement, hie may be set for making even MORE PROFIT on those shorts. Paul