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To: AK2004 who wrote (5225)3/24/1998 11:33:00 AM
From: Maxwell  Read Replies (1) | Respond to of 6843
 
Albert:

From reading Dr. Engel's posts, what makes him nervous is the yield on 0.25um. "North of 160" for AMD is only 50% yield on the 0.25um. I would be nervous too if I have to compete with AMD.

Maxwell



To: AK2004 who wrote (5225)3/24/1998 1:09:00 PM
From: Petz  Read Replies (3) | Respond to of 6843
 
Albert & Brian - with all the PC's bursting out especially in last four weeks, I can't imagine AMD sold less than 2M and maybe as much as 2.5M CPU's this quarter. The Compaq machines are going like wildfire and that new TigerDirect is a steal. (post 5213)

Its great that AMD announced they wouldn't talk to analysts until earnings report, that way short sellers like Yousef, Engel, Stockman will LOSE when they try to sue AMD for witholding positive information.

Petz