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

To: steve harris who wrote (113264)	5/29/2000 10:22:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1573211

Steve, I agree with you. I also have been very critical about this 1.5 GHz stuff. I would not doubt if AMD is seeing better yields and bin split than expected and they might demo something good on June 5th. But there will be nothing in the market north of 1 GHz in the first half of this year. AMD needs high yields at around 700 MHz 900 MHz, that is the sweet spot. If Dresden is giving them that, earning should be very good in Q3 and Q4. It seems we are celebrating, it seems all the good news is already out, it seems that everyone now expect AMD not to screw up any more...I hope I am wrong. I hope still the vast majority expecting AMD to screw up, that means there is a lot of up side left if they don't. Mani