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


To: Yougang Xiao who wrote (79276)11/10/1999 3:30:00 PM
From: tejek  Read Replies (2) | Respond to of 1573849
 
RE <<Advance Micro Devices (AMD) Price: $21.06 Hold November 10, 1999>>

Yougang, I bet they are buying the stock now even though some of their comments were negative.

ted



To: Yougang Xiao who wrote (79276)11/10/1999 8:40:00 PM
From: Cirruslvr  Respond to of 1573849
 
Yougang - RE: "We have increased our K7 unit assumptions to 1.1 million units up from our former estimates of 900,000."

If AMD ships 1.1M Athlons this Q, I think it would be hard for AMD to NOT make a profit, IF AMD's earlier projection of $850M breakeven is accurate.

Tomorrow's meeting should be interesting.



To: Yougang Xiao who wrote (79276)11/10/1999 8:43:00 PM
From: Cirruslvr  Read Replies (3) | Respond to of 1573849
 
Yougang - RE: "To date, we believe that K7 yields have been progressing down the learning curve at a rapid pace with yields, we believe, approaching 60%."

Does anyone know if 60% is plausible?