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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (55027)4/10/1999 4:12:00 PM
From: TGPTNDR  Read Replies (2) of 1572933
 
Tenchatsu - Re: Your analysis of AMD prospects - Thank you for the original thoughts There aren't many generated here except for 'screw you's.

I would submit that the K6-2 speed grades will continue to increase as the volume decreases. It seems clear that a large part of the K6-3 MFG problem is with the L1 cache at full speed. I would submit that the AMD roadmap is now about 6 Mos.(design & mfgr. time) behind INTC, up from at least a year behind in '96, and IFF they can put the K7 into any kind of production THIS YEAR, the stock will profit well. If not, I see downside to $10.00, but expect to be buying all the way down.

tgptndr
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