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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: kash johal who wrote (62980)6/23/1999 5:53:00 PM
From: Scumbria  Read Replies (2) | Respond to of 1570560
 
Kash,

Great move on your sale on the Conf. call move

I'm very proud of myself. I would be a rich man right now, if I would have had the brains to do this the last three or four times AMD was up. It represents a long delayed breakthrough in my investing skills. ;^)

I've always been great at buying stocks. And equally bad at selling them.

Scumbria



To: kash johal who wrote (62980)6/23/1999 6:17:00 PM
From: Process Boy  Read Replies (2) | Respond to of 1570560
 
Kash - <The only chance they have is if they stop K6 production temporarily and ramp the bejesus out of it. With the 2-3M unsold K6's even if they can only make 1M K7's next quarter it should be profitable.>

I had to come back to this one. Are you suggesting that AMD just exit the low cost segment (the largest growing segment at the moment)pronto? What would that do to their credibility as a supplier?

PB