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

To: Scumbria who wrote (58648)	5/18/1999 2:09:00 PM
From: Yougang Xiao	Respond to of 1571935

Dave Langston: Re: AMD profitability and SEC reference Below is the cross reference to Mark Hachman's report regarding the new amendments that require AMD's profitability starting in Q3. The document is AMD's latest 10Q, found at: sec.gov ***************************************************************** <<"7.19 Profitability. The Company shall not suffer or permit (a) a ------------- net loss of greater than $150,000,000 for the first fiscal quarter of 1999, (b) a net loss of greater than $45,000,000 for the second fiscal quarter of 1999, and (c) net income to be less than $1.00 for the third fiscal quarter of 1999 and for each fiscal quarter thereafter, in each case determined for the Company on a Consolidated basis." >>

To: Scumbria who wrote (58648)	5/18/1999 2:20:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1571935

Scumbria,] Re: :I'm really not interested in the definition of margins. Intel is using their high end sales to finance Celeron and the crushing of their competition. If there was no Xeon, then there would be no Celeron either." Perhaps if you want to learn about investments etc you should know about margins etc. The investment community puts great value in a companies margins, as well as growth rates etc. On Intel using their higher end products to subsidize their low end products due to competition: You are right. It is self evident that this going on and it goes on everyday in the marketplace and many many folks have stated it. It's the capitalistic way. As long as INTEL does not sell below its MARGINAL cost they have every right to do so. As an AMD shareholder I certainly wish that they were not being so agressive, on the other hand Intel is a fierce competitor and does not want to lose any more market share. Regards, Kash

To: Scumbria who wrote (58648)	5/18/1999 3:03:00 PM
From: Burt Masnick	Respond to of 1571935

Re:"I'm really not interested in the definition of margins." That says it all.