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

To: Jim McMannis who wrote (54219)	4/5/1999 11:07:00 AM
From: Burt Masnick	Respond to of 1570941

To all: When does AMD release its quarterly results? I know it's supposed to be today or tomorrow, but there was a report on this thread that it would be delayed to the 14th. CNBC this morning indicated that it would be out today or tomorrow. Thanks in advance. Burt

To: Jim McMannis who wrote (54219)	4/5/1999 11:27:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1570941

Re: "I'm starting to wonder if you really have any position in AMD since you've forgot about time erosion." I'm surprised you ever believed he had a short position.

To: Jim McMannis who wrote (54219)	4/5/1999 3:30:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 1570941

Jimbo - Re: " I also realize you are just trying to cover your ridiculously wrong assumption that AMD would never yield volume in the 300, 333, 350, 366, 380, 400, 450 and 475 MHz speed grades. " Yousef didn't count on AMD JACKING UP THEIR supply voltages - at the risk of reducing reliability - as a desperate attempt to maintain parity with Intel's speeds. Yousef's mistake was to think that AMD would act rationally with proper attention to long term process stability issues. Paul