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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (25405)10/31/1997 1:11:00 PM
From: Profits  Read Replies (5) of 1578582
 
Yousef,

I think everyone has a right to an opinion. I also believe that you put a little more thought into your postings than Investor A. However, I don't think you're looking at any of the facts objectively. And I'm a little concerned with your last sentence. Maybe you should focus on posting some factual data rather than childish snide remarks like "Losses". Let's keep this discussion on a factual and intellectual basis.

By the way, I've net over $10K this year trading AMD stock. AMD is a volatile stock and I'm a day trader. You will not find many stocks with that kind of volatility. So I think I'll keep the "Profits" name.
Here are some more facts:
AMD did have a yield problem in Q3 on 233MHZ
200MHZ parts sell for $100 less than 233MHZ and that is pure profit
Estimates were that less than 5% of parts were yielding to 233MHZ

AMD has fixed the yield issue. Forecasted volumes and Q497 1K prices below:
800K units 200MHZ @ $160
800K units 233MHZ @ $225
250K units 166MHZ @ $84 (only selling to strategics - not at a loss)
100K units 266MHZ ? not sure of price here

That's nearly 2 million parts.

Say it ain't so,
Profits
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