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

To: Yousef who wrote (78728)	11/5/1999 10:04:00 AM
From: Burt Masnick	Respond to of 1574177

Re:The yields are actually hard to believe ... its that bad." This is consistent. Some on this thread have already told us that the yields are unbelievable out of Dresden. Burt

To: Yousef who wrote (78728)	11/5/1999 12:05:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 1574177

Yousef, re:The yields are actually hard to believe ... its that bad. The AMDites can't even take a not-so-subtle hint from their fearless leader on this issue. Talk about denial. Anyway, I'm hearing some disconcerting news about AMD. The main problem is not so much "supply" than "demand". Something about OEMs and end customers being less-than-receptive to Athlon (aka the FASTEST CPU in all the land)...No one seems to be biting on the $600 price tag!!! Currently writing covered calls. Good short opportunity may be upcoming. Joey