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Politics : Formerly About Advanced Micro Devices

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To: Praveen Johal who wrote (27723)1/10/1998 1:20:00 PM
From: Yousef  Read Replies (3) of 1572485
 
Praveen,

Re: "Over for AMD ages ago and we were just playing out the last
hand this year!"

I agree with you, Praveen, on this point ... AMD let down some major Tier 1
vendors last year with their yield problems on the 233mhz K6. If this
happens at .25um, the "game" will be over.

Re: "Just think how much MORE money you could have made the last 2 years with Intel ..."

I agree ... AMD has been a relatively poor investment the past year. The
rule with AMD is to buy on yield problems (K5 or K6) and then sell on
HYPE'd new products (K6, K6 3D or K6 3D+XYZ). This strategy nets many
times the invested money ... It is probably a good time to buy NOW!!

Make It So,
Yousef
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