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

To: AK2004 who wrote (30459)	3/30/1998 6:10:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 1572446

Now we have 2 analysts reported good yield on 0.25um from AMD. Is it safe to say yield rumor is true? I remembered the Intellabees made fun of a young man with a nice website which he reported that AMD has solved their yield problem a few months back. I guess he meant what he said. Intellabees could have made some good money on AMD from 18 to 26 had they just listened. Maxwell

To: AK2004 who wrote (30459)	3/30/1998 6:27:00 PM
From: Petz	Read Replies (1) \| Respond to of 1572446

Albert, thanks for Volpe's comments on Bloomberg. Very good that the 60-80% yields must be on the K6-3D chip (K6 would give at least 400 CPU's per wafer, 350 per wafer is right in the ballpark for a 80 or 81 mm die) Each 8" wafer will give 210 to 280 CPU's at an ASP at, say, $150 = $31,500 to $42,000. Was the conference all during market hours and possibly responsible for the last hour surge? Petz

To: AK2004 who wrote (30459)	3/30/1998 7:25:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 1572446

9) intel margins are going to drop -- Why would Intel's margins drop ? Because AMD's rise ? Wouldn't Intel's rise also, I mean if AMD can do something Intel can do it twice as well and even make $ doing it. jim

To: AK2004 who wrote (30459)	3/30/1998 9:25:00 PM
From: James Yu	Read Replies (1) \| Respond to of 1572446

Albert, Thank you for your excellent information. It makes sense to explain the big guy bought 700,000 shares after market opened. Best wishes James

To: AK2004 who wrote (30459)	4/1/1998 12:22:00 AM
From: James Yu	Read Replies (2) \| Respond to of 1572446

Albert, <<Thank you for your excellent information. It makes sense to explain the big guy bought 700,000 shares after market opened.>> I am particularly interested in your AMD's 25% equity to sell MOT, NEC or IBM. If the sale of AMD's 25% equity to IBM is true, it will benefit our shareholders, not matter short term or long term. For example, if IBM begins to tender AMD shares at $40 each to acquire up to 25%, AMD stock price will go up immediately in short term. For long term, AMD can get strong alliance(IBM) to compete with Intel - it will benefit AMD shareholders too. This is my opinion and I wish it will help the members of AMD thread. Best wishes James