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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 217.54+1.6%Nov 28 12:59 PM EST

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To: Pravin Kamdar who wrote (2760)12/6/1997 12:49:00 AM
From: Yousef  Read Replies (3) of 6843
 
Pravin,

Re: "Brian, I would normally agree with your logic, but that is exactly what all of us AMD investors
have been doing, and we have all gotten burned."

It is important to investigate and understand the technology in which
you invest ... my assessment of AMD technology is that their IC processes
are a generation behind Intel and this will force them to continue to
compete 2 speed bins behind Intel. This means much lower ASP's and yet
AMD is not a low cost producer. Until AMD proves (by shipping real product)
that they have "broken this mold", I expect AMD to head downward.

BTW, sorry to hear that you were "duped" by Brian.

Make It So,
Yousef
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