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To: kash johal who wrote (89216)10/1/1999 3:45:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Kash,
RE:"There are many areas for AMD to screw up as well as its 0.18 ramp and dresden of course.

Yes but the good news is that the Athlon is part .18u and part .25u right now, at least that's what the process experts on AMD tell me.
Doesn't this mean that the transition to all .18u may not be such a big jump?

RE: "I have a feeling we may see 14-16's again on AMD.
So I would recommend shorting the stock just like yousef has done."

Do I see a tongue in your check? Sure AMD could drop to 16 and under, just with a market sell off but shorting it now, for a point or two is hardly worth the effort. Shame on you for sucking these nice Intel people into such a risky position. <G>

Jim



To: kash johal who wrote (89216)10/1/1999 3:52:00 PM
From: Elmer  Respond to of 186894
 
Krash - as policeman of this topic, you should be aware that someone is posting lies and BS about CuMine over on the AMD thread.

"I'll join with PB in saying that Coppermine will be competitive with Athlon"

You might want to go over there and put this guy in his place!

EP


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