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

To: Investor A who wrote (3763)	1/13/1998 10:33:00 PM
From: Elmer	Read Replies (1) \| Respond to of 6843

<Lia* Elmer,> Thanks, FuchiWu-RayW-Sherlie-InvestorA, you had me worried. Your Pal, Elmer

To: Investor A who wrote (3763)	1/13/1998 10:38:00 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 6843

All, After listening to the conference call, I am no longer long on AMD. This is what I heard: * Yield problems still not solved. * Q1 to be their most challenging quarter, due to transition to 0.25u. * Capital expenditures in the next few quarters will deplete all cash reserves. * Do not know if more than 1.5 million K6 chips will be produced in Q1. * Do not know if volume and yields will ever be high enough to make a profit. Combine this with Intel's flawless execution and their ability to put further pricing pressure on AMD, and I am starting to question AMD's ability to survive. Their entire non-K6 business is only operating at break-even. We have all been hearing that AMD has "bet-the-farm" on the K6. It now occurs to me that they really have. Without a smooth transition to 0.25u and great market acceptance of the K6 3D, this company could be history. Pravin.