Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Richard Wang who wrote (64501)	7/9/1999 10:36:00 AM
From: Pravin Kamdar	Read Replies (1) of 1583893

Well, with all the bits and pieces of information that has come out, it looks like the K7 will be a top performer until late next year. It all boils down to one question -- can AMD build it with good yields. That's it. That's the only question that is important. It is interesting to me that AMD can double their capacity by bringing Dresden on-line; with half of their total capacity being in a high performance, next-generation copper and low k process. What would it take Intel to double their capacity, with half of it being in copper? The answer is they can't. They are like an oil tanker. It will take them a long time to turn. Which is a better investment? Given the reward/risk ratio, I choose AMD (as witnessed by my 10000 share investment). This stock will be over $30 by October. I'm gonna have another beer now and head back out to the beach! Pravin.

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