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

To: A. A. LaFountain III who wrote (60363)	6/3/1999 11:38:00 AM
From: Cirruslvr	Respond to of 1571808

Tad - RE: "The vehemence that often accompanies postings on this thread..." What "VEHEMENCE" are YOU talking about??? ;)

To: A. A. LaFountain III who wrote (60363)	6/3/1999 11:49:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1571808

Tad - RE: "The key questions would therefore continue to revolve around the performance characteristics of the K-7, its manufacturing ramp and its OEM/end-customer acceptance." (This one is serious.) As you said, we will find out about the first one first. As far as the other three (I perfer to separate OEM/end-customer) go, we have indications yields are doing better than expected, but then again we have no idea what expected was. We also basically have Compaq's acceptence (Paul - a press release won't come out until the DAY the chip comes out, as history has shown). Who, if anyone initially, else may jump on is unknown, but anyone else would be a boon, especially compared to the K6's launch. Here is a link to stuff I found regarding the K7 and K6 launch. techstocks.com Do you see any other likes and differences?

To: A. A. LaFountain III who wrote (60363)	6/4/1999 12:37:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1571808

A.A., Re: "I would think that the longs are looking for meaningful profitability to justify much higher prices ..." I actually agree with you on this point, A.A. ... but ... I believe that AMD will post a loss in Q2 and most likely Q3 with solid negative earnings for the year. Intel will continue to keep AMD "segemented" into the low/middle end home PC's and AMD ASP's will stay below $100. A.A., keep a close watch on K7 performance/benchmarks ... If AMD can't stay up (Mhz or performance), then they will never get their ASP's up. Make It So, Yousef