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Politics : Formerly About Advanced Micro Devices

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To: Maxwell who wrote (28760)	2/24/1998 5:35:00 PM
From: Paul Engel	Read Replies (2) of 1572775

Maxwell - Re: "Rumors hint that AMD solved their problems and with good news coming out. " yes, there are lots of rumors - all of them very positive. However, go back to December time frame and read Brian Hutcheson's "rumors" about the "inside info" he was getting about improved yields. A lot of good those rumors did! I think I'll wait until some facts are out. Bear in mind that while AMD has has depressed yields and a slow ramp up, the price of K6's has ramped DOWN dramatically. Further, the competitive landscape has changed. AMD's K6 is far from leading edge performance so they will REALLY have to sell on price alone. Profitability will remain "elusive" and many investors remember the last roller-coaster-ride. Paul

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