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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (78728)11/5/1999 12:05:00 PM
From: Joey Smith  Read Replies (1) of 1574261
 
Yousef, re:The yields are actually hard to believe ... its
that bad.

The AMDites can't even take a not-so-subtle hint from their fearless leader on this issue. Talk about denial. Anyway, I'm hearing some disconcerting news about AMD. The main problem is not so much "supply" than "demand". Something about OEMs and end customers being less-than-receptive to Athlon (aka the FASTEST CPU in all the land)...No one seems to be biting on the $600 price tag!!! Currently writing covered calls. Good short opportunity may be upcoming.

Joey

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