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

AMD 203.76

-1.1%

3:59 PM EST

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To: Pravin Kamdar who wrote (3768)	1/13/1998 11:55:00 PM
From: Maxwell	Read Replies (2) of 6843

<<After listening to the conference call, I am no longer long on AMD. This is what I heard:>> Very wise decision. Of all my semiconductor experience I have never seen any company that takes longer than 9 months to solve their yield problem. If they can't solve their .35um problem don't expect that the .25um be any easier. The .25um will be at least 2 folds harder to fabricate. AMD's problem boils down to execution. AMD FAB25 management needs to be replaced soon. Yield problem after 9 months of production is unexcusable. AMD will always have good and cheap products but to invest in them is another story. Maxwell

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