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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: fingolfen who wrote (28336)2/13/2001 3:44:57 PM
From: AK2004Read Replies (2) of 275872
 
fingolfen
re:fab info
somehow we get info at the end of the quarters about wafers and processor shipments. If it is a secret then someone is consistently leaking it out :-))
re:yields
I do not have a clue about his calculations but I have strange feeling that you might be guessing here as well :-))
re:how reliable and why
let me guess here: for a while he was justifying why intel would outperform everyone and everything else in the universe. While intel was not doing that bad it was clearly not living up to his expectations. Intel was continuously feeding bs to its analysts and this one decided that he should treat as such or he end up looking for another job soon.
Regards
-Albert
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