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

To: kash johal who wrote (73600)	10/1/1999 1:11:00 AM
From: Mani1	Respond to of 1573826

Kash Re (from the article) -Intel has demonstrated prototype chips faster than the Athlon. So why isn't it selling them yet? Because it doesn't have the manufacturing details worked out to its satisfaction -AMD has never had very good yields on its microchip manufacturing -So no matter how wonderful the Athlon is, AMD's potential market is limited by the number of chips it can manufacture, which is a small fraction of what Intel can do even when AMD does get good yields. When did Intel demonstrate this supper chip. I hope they do not mean that supper-cooled demo. AMD has NEVER had good yields? Do they realize how much money "POTENTIALY" AMD can make from fab 25 and 30. That is a lot of potential money for AMD. This piece was about as bad as I have seen. Hmmm. Makes you wonder. Mani

To: kash johal who wrote (73600)	10/1/1999 1:18:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1573826

<Shows what the type of crap the average investors are being fed: Rule Maker Portfolio The Tortoise and the Hare By Rob Landley > It is amazing the "crap" coming out of Motley Fool does not seem to do much damage to the cult. Of the articles that I have bothered to read, I have found a good chunk of their articles "foolish" rather than "Foolish". The gloating on the days a stock moves up and the nonchalance that is shown when the stock goes down with commentary equivalent to "it is a long term deal" amuses me. I wonder what Landley's background is. It wouldn't have taken much of a tech-savvy guy's time to do research and realize that Athlon's die size is not at all bad for a brand new architecture and the current problems with AMD have to do with motherboards and nothing to do with "good yields in microchip manufacturing". Chuck

To: kash johal who wrote (73600)	10/1/1999 1:22:00 AM
From: Dan3	Respond to of 1573826

Re:the type of crap the average investors are being fed... I agree 100% But it may have to change a bit now that the Rambus surprise has taken place. I trade with Dean Witter, and you should have heard my broker talking about Eddelstones recent performance. He doesn't push the company's research, but he was really mad about that strong buy at $90 that turned neutral 4 days later at $60. His words, as well as I can remember, were "can you imagine calling up a client and trying to explain how he lost 50% in less than a week after following our guidance?" There are some pros out there that got badly burned by these events, and they will have lost some of their trust of Intel. And Rambus has always been an Intel Umbrella play. I suspect that the downward drift of Intel is from a cautious backing away from a great many heavily held positions. I'm sure that Intel is intervening with buys wherever it feels it needs to, but ultimately this stock is headed down unless there is a huge good news surprise for Intel. AMD has to prove itself - and the quiet, steady progress over the past few weeks has been exactly what's been needed. Dan