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To: Robert Walter who wrote (4090)	1/30/1998 3:04:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 6843

Robert - Re: "AMD ... according to Loewenbaum & Co. chip analyst Ashok Kumar, the current yield on the 0.25 micron at Fab 25 is an alarmingly low 1%." The good news is that yields probably won't go down very much. Paul

To: Robert Walter who wrote (4090)	1/30/1998 3:38:00 AM
From: greg nus	Read Replies (1) \| Respond to of 6843

Robert, Forbes says Intel used accounting tricks...So Intel cooked the books. If you remember I told Paul the only way Intel cound make its number was to cook the books! Well Laddy DA! Whait till the stockmorons read this. This story will brake Intel's recent recovery rally. The Frobes story makes Intel a Shorting downard moving target. By Monday the story will be widely read and Intel will move back down. As for AMD the price cuts will make it tough for them to make a buck in 98. AMD continues to be dead money for the first qtr no win yield and price double wammy! so far Saldina's voodo predictions for changing the luck of the stockmorons is beginning to look a lot like Christmas. Robert can you spare a fifty???