Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 266.59

+0.5%

3:10 PM EST

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To: Big Bucks who wrote (25024)	10/7/1998 8:48:00 PM
From: Gottfried	Read Replies (3) of 70976

BB, seems like AMD has yield problems, according to Kumar <1% on K6-2 chips. What would constitute acceptable yield in your opinion? I think the following assessment from the story was unfair... But analysts and traders said other than a third quarter rebound in personal computer sales -- especially at the low-end of the market, where Advanced Micro is a big supplier -- the company's profits were underwhelming. ''They shipped a tremendous amount of product in the quarter,'' said one technology trader. ''Is that as good as it gets?...This was AMD's quarter to shine. Going forward, it's always the same story with AMD: they really don't make enough money.'' Advanced Micro's profit was its first in four quarters. Looks to me as if the people quoted had made up their minds to sell or short AMD no matter what the earnings. GM

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