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

AMD 221.05

+1.4%

Dec 8 3:59 PM EST

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To: Kenith Lee who wrote (5655)	4/21/1998 10:28:00 PM
From: Time Traveler	Read Replies (3) of 6843

My AMD sales representative, who is a very good friend of mine, is very gung-ho over this stock. He absolutely believed that the K6 yield has been solved. However, upon confrontation, he failed to answer why there are only 1.55M K6 produced this quarter (Q1'98) vs. 1.50M of Q4'97. The projected number of K6 produced does not help either. Instead, the projected numbers reflect the die-increase of 0.25um given the same yield as 0.35um with a little ramp-up. Can you explain that one? Why the production of K6 not exponential if the yield is solved? Time Traveler By the way, LLTC != Lattice. LLTC is my competitor, yet I chose to invest in them after encountering their products in the field. And your personal attacks on Xy really makes me laugh.

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