Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: steve harris who wrote (113264)	5/29/2000 10:22:00 PM
From: Mani1	Read Replies (1) of 1573325

Steve, I agree with you. I also have been very critical about this 1.5 GHz stuff. I would not doubt if AMD is seeing better yields and bin split than expected and they might demo something good on June 5th. But there will be nothing in the market north of 1 GHz in the first half of this year. AMD needs high yields at around 700 MHz 900 MHz, that is the sweet spot. If Dresden is giving them that, earning should be very good in Q3 and Q4. It seems we are celebrating, it seems all the good news is already out, it seems that everyone now expect AMD not to screw up any more...I hope I am wrong. I hope still the vast majority expecting AMD to screw up, that means there is a lot of up side left if they don't. Mani

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next