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

To: Mani1 who wrote (55536)	4/14/1999 9:11:00 PM
From: RDM	Read Replies (1) \| Respond to of 1577031

Good summary. It is essence of what I heard. I thought Sanders was a bit rude with Dan Niles causing me to believe that it was probably a complex response to someone he had dealt with before. Does anyone know of a free method to hear the call again on www.c-call.com?

To: Mani1 who wrote (55536)	4/14/1999 9:12:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1577031

Mani, Re: Conference call Yes, very entertaining. Unfortunately Jerry came across as berating a few of the analysts - Dan Niles in particular. The last thing this company needs is to piss Dan off anymore. Well they stated that yields were indeed improved for last 7 weeks. The volumes on k-3 as many tens of thousands building up to many hundreds of thousands is very disapointing. If they plan on building majority of parts as k6-2's then they will have a tough time getting ASP's to the $85-90 range IMHO. Just my thoughts, Kash Johal

To: Mani1 who wrote (55536)	4/14/1999 9:14:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1577031

Mani - <Sanders yelling at Dan Niles and telling him he does not understands this industry at all> Well, Sanders finally says and does something that I TOTALLY agree with! PB

To: Mani1 who wrote (55536)	4/15/1999 12:35:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 1577031

Mani - RE: "Notables from the CC" A very notable thing missed was near the end. Jerry said he sees 10% revenue growth in non micro areas. Not counting Vastefultis and calculating on 7.5% growth, that would add $14.25M to revenues, or mitigate an approx. $0.10 per share loss. Can anyone verify the 10% this Q # I heard?

To: Mani1 who wrote (55536)	4/15/1999 1:23:00 AM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1577031

Mani: <<K7 from tier one OEM, in boxes, in July>> This line uttered twice. I heard OEMS. Can anyone verify this? If more than one OEM will ship K7 boxes in July and AMD counts K7 to raise q2 ASP, what kind of K7 volume AMD is expecting? Question to RDM and all techies: If Boxes contain K7 appear in July, when do you think the actual K7 shipment to OEMs will occur?

To: Mani1 who wrote (55536)	4/15/1999 1:48:00 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1577031

Thanks for the notes on the CC, Mani. A few quotes: <very strong demand for K6-III, hundreds of thoudands should be shipped this quarter> Guess hundreds of thousands don't really translate into more than 10% of the 5 million total CPU's planned for Q2. AMD really is banking on K7 and Dresden fab, because the CC also mentions "no $100 ASP without K7." <K7 should bring the last big OEM (Dell) to the ranks> This could happen sometime, but I'll bet it's not in 1999. <Sanders yelling at Dan Niles and telling him he does not understands this industry at all> Very interesting. Wasn't it old Danny boy who was saying "Sell, sell, sell!" on INTC, even though he maintains a long-term accumulate rating? If INTC doesn't dip well below 57 in the near term, Dan Niles is going end up on the first foil of Craig Barrett's next INTC investor relations meeting. <Sanders saying "we are not in this business for charity even though it looks like it some times"> Gee, he could have fooled consumers out there who don't care whether AMD makes a buck or not as long as they can get their free PC's. <no 0.18 K62 in 1999; all 0.18 by early 2000> I assume "early 2000" means Q1 2000. Since AMD said that there will be no 0.18 K6-2 in 1999, are they going to attempt a total K6-2 shift to 0.18 in a single quarter? Ho boy, he's betting everything on perfect execution once again. (Either that, or he's going to discontinue the K6-2 by 2000.) Well, at least he's outlined some sort of plan for 1999. It will be interesting to see how well AMD does in the face of a changing PC market and a changing (as we speak) Intel. Tenchusatsu