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

AMD 203.76

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3:59 PM EST

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To: Investor A who wrote (3763)	1/13/1998 10:38:00 PM
From: Pravin Kamdar	Read Replies (3) of 6843

All, After listening to the conference call, I am no longer long on AMD. This is what I heard: * Yield problems still not solved. * Q1 to be their most challenging quarter, due to transition to 0.25u. * Capital expenditures in the next few quarters will deplete all cash reserves. * Do not know if more than 1.5 million K6 chips will be produced in Q1. * Do not know if volume and yields will ever be high enough to make a profit. Combine this with Intel's flawless execution and their ability to put further pricing pressure on AMD, and I am starting to question AMD's ability to survive. Their entire non-K6 business is only operating at break-even. We have all been hearing that AMD has "bet-the-farm" on the K6. It now occurs to me that they really have. Without a smooth transition to 0.25u and great market acceptance of the K6 3D, this company could be history. Pravin.

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