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To: Paul Fiondella who wrote (77943)	4/7/1999 4:50:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Paul, anyone else hear that Microsoft won't be merging Windows 98 and NT into Windows 2000 anymore? Source not the best, local stock news (KCBS). If true, must be admission that they can't hold the (already slipped many times) schedule any more, so separate the two OS's. Microsoft, the highest flying stock whose company never comes close to delivering on schedule. What a crock. Tony

To: Paul Fiondella who wrote (77943)	4/7/1999 4:59:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

What does AMD have going for it right now? 1. Overpriced P-III 2. Very good yields on K6-2...Most all over 400MHz. 3. They have a nice notebook chip. 4. They tried to wait until the end of the Quarter to (K6-2) drop prices so not to cannibalize Q1 earnings more. Gets Q2 off to a bad start but they are hoping the K6-III and some K7s will rescue ASPs in Q2. Good luck. Now, the bad news... 1. Margins on P-III exceptionally good. 2. Margins on K6-2s not so good, 3. AMD going through a lot of real estate to yield K6-IIIs at 450 4. Little help on ASPs from K6-IIIs in Q1 5. Charges will kill Q1 earnings (loses) 6. AMD will produce less than 5 million chips in Q1 due to taking FAB space away from the K6-2 back in December to dedicate to the K6-III and K7. Then add in CXT core problems. Took too long to yield K6-IIIs and no K7s till June. So the K6-IIIs didn't pick up the slack. 7. No K7 benchmarks. Could be good or bad...but uncertainty. Somewhere AMD will bottom, take a shot.