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To: Elmer who wrote (107758)8/19/2000 7:45:57 PM
From: Scumbria  Respond to of 186894
 
Elmer,

2 manufacturing experts presented very reasonable cases as to why the numbers suggest a yield problem at AMD

In order to do a yield calculation, you would have to know how many wafers are being processed. Since none of us has any idea about this number, your speculations are meaningless.

The comments of AMD's executive staff, and the obvious large volume of high speed Athlons combined with the recent price cuts, make a pretty strong case for my position.

I understand that AMD making a lot of high speed Athlons makes you uncomfortable, but you better learn to deal with it.

Scumbria



To: Elmer who wrote (107758)4/19/2001 9:59:39 AM
From: Scumbria  Respond to of 186894
 
Elmer,

2 manufacturing experts presented very reasonable cases as to why the numbers suggest a yield problem at AMD

Better short AMD immediately!

Scumbria