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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 214.87

-0.1%

Dec 23 3:59 PM EST

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To: Patient Engineer who wrote (1013)	10/6/1997 8:41:00 PM
From: DRBES	of 6843

re: " Sutro says $.54 in Q4 and Brown Bros. say $.14. Based on Sutro's claim that AMD's .25 micron K6 is only achieving 10-20% yields, it doesn't take a rocket scientist to realize that Sutro is smoking something. Brown Bros. might be a little low, but at least they are in the ballpark. My own guess is $.20. The fact that Sutro is in outer space doesn't bode well for AMD stock as it means the street still hasn't fully discounted how bad things are at AMD." Do you suppose perhaps, maybe, per chance, the person at Sutro thinks things might improve. Do you suppose that after a month or so (or maybe even right now as we speak) that their yields might even already be better that those abysmal learning curve numbers? NAW!! Better sell right away before the stock goes up. We will not really know for sure until some more time passes (sORRY pAUL). However, I think it is just as FOLLY to assume your "worst case" as to assume Jerry's "best case". Come on PE, lighten up, it is only money. Be PATIENT. Regards, DARBES

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