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Politics : Formerly About Advanced Micro Devices

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To: Jean M. Gauthier who wrote (51863)3/8/1999 4:53:00 PM
From: Trey McAtee  Read Replies (4) of 1572546
 
jean and all--

maybe i am just an idiot, but this seems like a rehash of old news. we all knew the yeilds at the beginning of the q were bad...and we also knew they were improving. we also knew there would be a loss for the q.

NOW we know that demand remains strong AND that some fat is going to be cut. we also know the K7 is not vapor.

all in all, i think this is pretty well priced into the stock.

good luck to all,
trey
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