SI
SI
discoversearch

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

To: StockMan who wrote (28171)1/28/1998 12:24:00 PM
From: Kevin K. Spurway  Read Replies (1) | Respond to of 1572773
 
Re: "You have better odds in Vegas!!!"

Yes, if you don't like risk you shouldn't be in equities.

Re: "Furthermore, if AMD does not succeed it will be in the toilet."

Yep. Mid to low teens?

Re: "Also AMD has customers with needs, so they must know the minimum K6's they will produce to service these customers."

I'm sure you can at least figure absolute minimum out approximately. I'd guess they won't do any worse than last quarter's results. If AMD fails to meet its production goals, the lower tier vendors won't get their K6s.



To: StockMan who wrote (28171)1/28/1998 4:24:00 PM
From: Big Dog  Respond to of 1572773
 
<<Furthermore, if AMD does not succeed it will be in the toilet.>>

Stockman: You're statement is consistent with what Sanders said during the 4th quarter conference call. He indicated that this is make-it-or-break-it time. Amd's cash will be depleted with the Texas and Germany fabs. Sanders indicated that AMD will be seeking new funds. But warned that , at this point, there was no turning back. AMD must pursue both fabs and increase yield.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News