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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (54113)4/3/1999 7:19:00 PM
From: Jim McMannis  Read Replies (2) of 1571686
 
Kash,
RE:"The imminent production release of 600Mhz k-7's in a 0.25 process
could be cause for a "run" on "depends" in the Yousef household."...

I know I'm surely not going to diaper the boy.
Especially considering how full of it he is...

---

One more thing...I see some Intelabees claiming AMDs copper process is too chancy and gonna bomb. Well. The K7 on .25 will NOT be on copper...another safegaurd AMD has taken to get the K7 on the street.
Besides, the K7 has been running on copper since July 1998.

As for buying AMD now, it could go lower depending on how low the earnings are. Preliminary estimates are for -.30 to -.39 with less than 5 million chips. Remember that space was taken away from the K6-2 for the K6-III and K7 last quarter and yields on the K-III came too late in the quarter to make up for it.

Jim

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