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

To: Jim McMannis who wrote (28943)	2/26/1998 4:21:00 PM
From: Kealoha	Read Replies (3) \| Respond to of 1573857

AMD is a sell on this news. AMD will make ZIP from this and IBM will profit (along with INTC since DOJustice will be off their backs). AMD will continue to lose money on the K-6. Sell on the news guys!

To: Jim McMannis who wrote (28943)	2/26/1998 4:29:00 PM
From: uu	Read Replies (1) \| Respond to of 1573857

One interesting observation from the yahoo news story (toward the end): > SoundView Financial analyst Scott Randall noted that AMD's production problems stemmed in large part from the fact that wafer yields -- the ratio of usable wafers after processing -- at AMD's plant were too low. ''If that's a design issue, you probably won't see a dramatic change with a foundry agreement with IBM,'' Randall said. ''In that case, people looking at this as a magic bullet could be jumping to the wrong conclusion.'' Let me go on record as saying that this guy (Scott Randall) the so called analyst (i.e. con artist) will flip flop in about 2-3 weeks from now, and his very own firm (if not himself) will come out with a Buy/Strong Buy recommendation when AMD hits the $30 range. Regards, Addi Jamshidi