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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (59997)5/30/1999 3:31:00 PM
From: kapkan4u  Read Replies (1) of 1571426
 
<Kash - re: I also understand that k-3's in 0.18 are running and yielding well. And seeing as K6III's are imminent at 500Mhz what speeds do you anticipate from AMD's 0.18 micron parts in the near future. What do you hear about this?
And do you believe the "problems" with copper will stop AMD from shipping parts from Dresden in a few months.
Welcome your insight into these matters.>

Kash

I don't expect Yousef to give any insights or details. It is safer to make hints that there are "problems" at Dresden. Holding an AMD short position close to K7 intro is becoming a risky proposition. Some covering needs to happen pretty soon.

Kap.
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