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

To: kash johal who wrote (59525)	5/24/1999 7:50:00 PM
From: Cirruslvr	Respond to of 1585817

Kash - RE: "If they make 5.5M pcs they still will lose money unless the flash biz has really picked up." This brings an interesting situation. What do you think analysts, whose words drive this stock, will think when Flash is better than expected, and because of that, it may counterbalance the negative from the chip side. AMD is basically strictly seen as a chip company, not a flash company, so their reaction will provide insight to how they view the "other" side of AMD's future. Now would be a good time for our resident analyst to put in a few words.

To: kash johal who wrote (59525)	5/24/1999 7:53:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1585817

Kash, Re <<I suspect that we will be lucky to get an ASP of over $85.>> I take that in a heart beat. I highly doubt that AMD will break even or get a small profit. I was just hopping for a loss of less than, lets say, $30M Mani