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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (39086)10/12/1998 6:38:00 PM
From: kash johal  Read Replies (2) of 1574001
 
Pauleron,

Intel has been losiing cash every quarter for a while due to stockbuybacks etc.

Do you think they will be running out of cash soon once their stock slides and they start to prop it up again.

Also per Tony Viola the reliability of these new MEGA CACHE chips may be poor due to their large die sizes and lower yields. ( Apparently IBM has found a double secret yield vs reliability law?).

Is this the reason you have been picking up AMD recently.

Regards,

Kash.
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