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Technology Stocks : BORL: Time to BUY! -- Ignore unavailable to you. Want to Upgrade?


To: Eugene Kislenko who wrote (7314)11/12/1997 5:06:00 PM
From: Neil Booth  Read Replies (1) | Respond to of 10836
 
Hi Eugene,

I can't give you a source of the information, unforunately. Look in the financial press today like the Wall Street Journal or Financial Times; you may see something about "Japan premium" or whatever they want to call it. It got bad yesterday; the reason I know is I work trading interest rates (albeit long term like 5 years; not short term like 3 months).

The don't understand fully bit is "Why the Japanese have such huge US funding requirements, and the US banks get tight about lending it". It's not my market.

Neil.



To: Eugene Kislenko who wrote (7314)11/13/1997 9:32:00 AM
From: Eugene Kislenko  Respond to of 10836
 
*** TO ALL ***

Hi guys! This is just my speculation but may this guy pop-up as Apple's CEO soon (and leave worrys about Yocam's deprture from BORL alone):

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11/12 22:29 Advanced Micro Devices' Dham resigns

SUNNYVALE, Calif. (Reuters) - Advanced Micro Devices Inc. said Wednesday Vinod Dham, one of the top executives responsible for the company's flagship K6 computer chip, had resigned for ''personal reasons.''

''The best way to phrase it is, he resigned and the company accepted it,'' said Scott Allen, AMD spokesman.

Dham, group vice president of the computation product group, ran much of the operations related to the K6 -- a chip introduced earlier this year to take on Intel Corp. and its Pentium microprocessor.

AMD and investors had pegged the company's recovery to the K6, a chip that crunches numbers about as fast as Intel's top-of-the-line offerings but costs each about 25 percent less.

So far, K6 sales have been less than expected and AMD has reported two quarters of disappointing financial results.

AMD would not specify why Dham resigned. But analysts speculated he was forced out by Chief Executive Jerry Sanders because of K6's slow start. For the past week, there had been speculation Dham would shortly leave the company, analysts said.

''Basically Vinod has a pretty strong personality, having been so many years at Intel, and Jerry (Sanders) doesn't have many strong personalities around him,'' said David Wu, analyst at ABN AMRO Chicago Corp.

Dham could not be reached immediately for comment.

Dham was one of the designers of the Pentium at Intel in the early 1990s. He became one of the principle executives at Nexgen Inc., a small company that was developing chips compatible with the Pentium. AMD bought Nexgen two years ago to speed up the development of its own Pentium-class chips.

AMD introduced the K6 in April in a bid to get a bigger slice of the $20 billion microprocessor market from Intel. But so far, K6 sales have been slower than expected because of production problems and reluctance by big PC makers to alienate Intel.

AMD's Allen said Rob Herb, vice president of strategic marketing, and Larry Hollatz, vice president of the Texas microprocessor unit, would take over Dham's role.

REUTERS@ Reut22:29 11-12-97

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Good investing to all

EK