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

AMD 214.96

+5.5%

3:59 PM EST

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To: greg nus who wrote (3019)	12/20/1997 4:43:00 PM
From: Brian Hutcheson	Read Replies (2) of 6843

Greg , re. Psychology of earnings ... You obviously have given a lot of thought to the subject , but I have a feeling that you are wrong on 25c loss . I have my reasons but can't tell you why , suffice to say that it is not just based on my speculation alone . However here is my own speculation . The K6-233 price has come down more rapidly than was necessary from the market's viewpoint , I believe that it indicates better yield than generally perceived . Also we have seen indications that 266mhz is in some manufacturers hands despite not being officially announced . How good the K6 yield is in higher speed parts we don't know but the indications are that is above 50% , one reason I believe is the .25 improvement in yield . regards , Brian PS Greg as I have mentioned on previous posts , one thing to keep in mind is the previous trading pattern of AMD' stock . It seems to be more related to tax loss and reinvestment cycles than actual improvement in profit picture .

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