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

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Paul Engel who wrote (4122)	2/1/1998 12:54:00 AM
From: Elmer	Read Replies (2) of 6843

Great analysis Paul, as usual. So seeing as they can't produce them at anything approaching production level yields at their development fab, it has to strike terror in every AMD investors heart to think what must be happening at Fab25. Add to this the news from CyberMAX and it's getting really really ugly. In the mean time Intel is +3 speed grades ahead and pulling away. Speed grades +4,+5 and +who knows what else are rumored to be ready to ship. Prices are dropping rapidly in the 233-266mhz arena so AMD will wrap even more hundred dollar bills around their K6's. How long can this go on? If this was a fight they'd stop it or someone would throw in the towel. Jerry though just keeps pushing the shareholders back in there to take another round of beating. It's getting hard to watch... EP

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