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

To: Bill Jackson who wrote (4468)	2/17/1998 7:33:00 PM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 6843

Re: "AMD should be able to gradually fix the FAB and up the yields. the equipment is state of the art and one hopes they know what they are doing after all these years." One would hope. Geez, AMD would have been a great investment over the last year if it COULD ONLY PRODUCE THE K6!

To: Bill Jackson who wrote (4468)	2/17/1998 9:55:00 PM
From: Larry Loeb	Read Replies (2) \| Respond to of 6843

Bill, I can understand your desire for AMD to surprise the world with high yields and trick Intel. There's a problem with that hypothesis, however (at least one). They would be fooling the market and all of those deceived AMD investors who sold out of frustration - finally believing the reports from AMD about poor yields. The SEC might be interested, and lawyers like that Lerach fellow would be salivating. AMD's customers might also be a bit miffed. I wish you the best of luck with your investment, but I believe that you shouldn't rely on this line of thinking. Larry

To: Bill Jackson who wrote (4468)	2/17/1998 11:51:00 PM
From: Yousef	Respond to of 6843

Bill, Re: "AMD should be able to gradually fix the FAB and up the yields. the equipment is state of the art and one hopes they know what they are doing after all these years." I'm sure that is what the managers at AMD have been telling Jerry ... If it was that easy, many companies would have .25um processes available. Sorry Bill, but AMD is heading DOWN. Make It So, Yousef

To: Bill Jackson who wrote (4468)	2/18/1998 12:26:00 AM
From: Joey Smith	Respond to of 6843

Bill, that clown Sanders is still predicting 15-20M K6s in 1998. Yeah right. AMD will be very lucky to produce half that. I think AMD is a good short here around $20. The shoe will drop next month when Sanders will have to come clean to shareholders. In other words, still having major problems with .25m, MAYBE 10M units for 1998, and more losses over the next few quarters because of .25m expenses and agressive pricing from Intel...not pretty...buy back when this stock bottoms <$10 a share. I don't see how anyone in their right mind would buy this stock now for the intermediate/long-term. I wont tell you who benefits from AMD's troubles. joey

To: Bill Jackson who wrote (4468)	2/18/1998 12:38:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 6843

Bill - Re: "one hopes they know what they are doing after all these years." Hope all you want - if they knew what they were doing would they have been in a yield slump that has lasted from August 1997 until at least today? That's SEVEN months! As for AMD's state of the art equipment - doesn't seem to be helping, does it? Re: "that they did not ship to them to make the world think they were not shipping?" Yeah, right ! They F*CK over a loyal customer (CyberSmash) just to do a "fake out" on Intel? Good marketing ploy! Your imagination seems to be working over time - and has wandered off into fantasyland. Paul

To: Bill Jackson who wrote (4468)	2/18/1998 12:48:00 AM
From: greg nus	Read Replies (2) \| Respond to of 6843

Bill Jacson, In the past I and the other's I finacial consult to supported AMD with combined investes in north of 1 to 3 mill range. To be considered an investment oppertunity again with my money or others managed. It is imperative that AMD must: 1. Lift the information ban, comes clean with investors & potential investors with honest information on the state of conditions. 2. Solve the yield problems. 3. Sucessfuly convert Megaflop 25 to .25u CMOS. 4. Drop the .25% Pricing Policy insanity. 5. Return to Profitability. The .25 Cmos conversion would not only help Computation Group.It would also help AMD's Vantis from getting it's ass kicked in Eproms. They have managed to let industry leadership slip throught there hands to Xilinx. Xilinx earned $100million during the same tuff marketing period AMD said it had difficulty operating under. If Xilinx could do it what is AMD excuse?? Sucessful completion of .25u is critical to AMD future sucess, and they offer no guidence on progress. biz.yahoo.com biz.yahoo.com The Xilinx Korean and Tiawan Fabs now give Xilinx comparitive competitive manufacturing cost advantages over AMD's US based manufacturing locations, as a emonomic result of the Asian currency devaluations of both the Korean wan and the New Ti dollar NTD. Not only are they ahead in producing the .25u Eprom chips. Xilinx is rapidly ramping volume production and heading toward .18u technology, whith great margins, high return on investment, high proiftability. three key things AMD has lost!