Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

Nov 17 3:59 PM EST

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To: peter_luc who wrote (18817)	11/13/2000 12:07:24 PM
From: kash johal	Read Replies (6) of 275872

Peter_luc, You should not be shocked at all. We had a whole discussion here that Intel is likely to be yielding much better than 1.4Ghz and that is low end of yield curve. But AMD droids continue to believe that PIV is junk and Intel will release 1.2-1.3Ghz chips in Q1 2001. Unfortunately the PIV may well yield better than expected. The AMD AThlons seems maxed out at 1.2-1.3Ghz. This is clear if 80% of AThlons yield at Ghz and better - so 20% is at 900Mhz grade. And we know that Fab 25 maxes out at 1.0-1.1 Ghz. Q1 could be tough. I just sold all my AMD for a loss just know. And bought all Intel. Heavily on margin. regards, Kash

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