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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST

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To: milo_morai who wrote (51999)8/22/2001 12:59:18 AM
From: kash johalRead Replies (3) of 275872
 
Milo,

AMD has some serious yield/binsplit problems with Palomino.

This is pretty clear.

Otherwise they would have introduced much higher speed grades as they had promised 6 months ago and also as required to increase ASP's and maintain profits.

Your state of denial on this is truly amazing.

Hell even niceguy gets it - why dont you?

AMD the stock has tanked due to the lack of execution by AMD as well as brutal demand climate coupled with Intel's PIV mhz ramp.

Thems the facts - painfull as they maybe.

Instead of attacking people - perhaps you should pull your head out of your horse's arse and start using it dispassionately to save whatevers left of your portfolio.

Kash
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