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To: Paul Engel who wrote (81763)5/27/1999 4:28:00 AM
From: Joseph Pareti  Read Replies (1) | Respond to of 186894
 
CONCLUSIONS:

(i) points 1-3 : bs as usual, hence load up the truck
(ii) i love point 4 and i am proud of being an investor in a company
that uses profit and cash flow as metrics instead of 'number of
eyeballs looking at the screen '
(iii) AMD are losers (even more so with Palmer on board)



To: Paul Engel who wrote (81763)5/27/1999 9:22:00 AM
From: Les H  Read Replies (1) | Respond to of 186894
 
The analyst fears about making the quarter were due to strong sales in the Celeron chips and weak demand for the PIII impacting profit margins.


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