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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (41014)11/7/1998 3:21:00 PM
From: Scumbria  Read Replies (2) of 1570542
 
Paul,

Do you think product delays may be a cause for AMD's stock to stall or drop ?

I see several potential trouble spots for AMD investors.

1. Delays in K6-3. The fact that the production date is still months away (late Q1) is a sure sign that they don't really know what the problem is.

2. K7 is probably a non-factor for the next year.

3. No KNI compatibility.

Come to think of it, I can't think of any reason for the stock to continue it's rise for the short term. I'll probably get out next week. BTW: I sold my IOM for a quick 100% gain on Thursday.

Scumbria

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