Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: DRBES who wrote (2448)	11/23/1997 2:38:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6843

Drbes, Re -- What will happen to the relative market caps when iNTEL is playing catch up to AMD? You'd better say your prayers. Because the world will come to an End!! Stockman

To: DRBES who wrote (2448)	11/23/1997 11:46:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 6843

Drbes - You are basing all your newfound enthusiasm on NEW rumors 1. That AMD's yield have gone from the pits to Stratospheric levels Now, these rumors come just two weeks from Jerry Sanders' latest mea culpa that AMD will NOT MEET it's 2,000,000 K6 shipment goal due to continued yield difficulties. Has two weeks been enough to indicate that a complete turn around has occurred? 2. AMD had shipped 250,000 K6's to Compaq. Now, that would indicate an UPSIDE quarter million units shipped in Q4. How could AMD announce a production shortfall on one day, and then ship a quarter million K6's in excess of previously anticipated orders just a few weeks later? 3. Compaq has made major strides to impliment a Build-To-Order program. Wouuld it seem plausible that they would order, purchase, take delivery and put into inventory 250,000 K6 devices when their corporate objective is to REDUCE inventories? Rumors generated by the News Journalists. Rumors. Paul