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

To: Maverick who wrote (28844)	2/25/1998 6:05:00 PM
From: Petz	Respond to of 1573097

Maverick, thanks for your honesty and open mind. Petz I've been an AMD bear for 2 years now. However, with the new and improved yield, I can't, in good conscience, continue to ignore AMD anymore. Therefore, I made my first purchase of AMD since 1985 today and plan to continue accumulating all the way upto low 30's.

To: Maverick who wrote (28844)	2/25/1998 6:27:00 PM
From: StockMan	Read Replies (3) \| Respond to of 1573097

Maverick, Re -- yield for 300 MHZ plus K6s, according to several reliable, confidential sources. Did they say what the yield was before, or give you any absolute % numbers? increasing the yield from 1% to 5% does not change a thing. According to official Amd sources, they wont have "volume" production until the middle of the year. Lets throw one of the many other variables into the mix, do you know if the K6-3D is for the 100 Mhz bus? BTW, I could care less wether or not you have bought AMD stock. Stockman

To: Maverick who wrote (28844)	2/25/1998 7:11:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1573097

Maverick... RE"AMD has nearly quadrupled the K6 yield for 300 MHZ plus K6s, according to several reliable, confidential sources. This news will eventually be announced in an analyst conference call shortly after the same high yield is repeatedly duplicated for several hundred more lots. AMD R&D engineers have found problems hindering the yield in masking steps for metal layer photoresists." Two questions... What 300 MHz parts and what yield did they quadruple? Did they go from 1% to 4%? 10% to 40%??? What is AMDs current yield on 300 Mhz parts? or 266s for that matter? Obviously not enough to ship any K6-266s to anyone but IBM and Compaq or any 300s to anyone. Let me in on the cutting edge here...if things are really changing...please. Jim

To: Maverick who wrote (28844)	2/26/1998 12:26:00 AM
From: Tom W.	Respond to of 1573097

Re : "according to several reliable, confidential sources." - Like who? You are full of crap. Your source was probably the big idiot Jerry Sanders. I wish I could have sold you my lousy 200 shares. AMD is lost cause until Jerry Sanders is ousted.