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To: greg nus who wrote (4661)3/2/1998 2:28:00 AM
From: Yousef  Respond to of 6843
 
Greg,

Re: "AMD reduced profit plan for 98 continues to be held in jeperdy by
the yield problems whic persists... beleive me if AMD had it solved
and they may be close Everyone in the Industry would know. AMD continued
silence on the subject and inability to estimate production is defacto
affrimative confirmation the yield problems persists ..."

Greg ... What's going on over there at the "Nus Desk" ... You're really
starting to get the hang of it. Keep up the good reporting.

Make it So,
Yousef



To: greg nus who wrote (4661)3/2/1998 3:29:00 AM
From: T. MARINO  Respond to of 6843
 
Greg,
AMD is maximizing its market share by selling all it can produce which it seems to be doing because they aren't producing much. The reports from AMD make it sound like there is such demand for the k6 that they should be able to charge more than the 25% discount. Or is the demand strictly for k6 at 25% discount? If this is true, can AMD afford to always offer the k6 at 25% off the Intel equivalent. I'm thinking that this is a serious flaw in their business strategy.