Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: AK2004 who wrote (30870)	4/2/1998 2:27:00 PM
From: AK2004	Read Replies (2) of 1571911

All - ABN - more confirmation of better yields ...... Semiconductor Equipment Wu, David 415/983-2916 UPDATE FROM HOLLAND * After a visit with BE Semiconductor (BESIF) and ASM Lithography (ASMLF), we are more convinced of a strong Taiwan outlook for 1998 and that US customer orders have been pushed out. Bottom line: orders on a worldwide basis should bottom in the first quarter of 1998. * We reiterate our BUYS on Applied Materials (AMAT) and Novellus (NOVLS). * Advanced Micro (AMD): Indications we have received point to .25 micron technology problems stabilizing and should be profitable in the third quarter. AMD reports April 7th; ABN AMRO carries an estimated loss of ($0.25). ........

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