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To: StockMan who wrote (51651)3/31/1998 12:25:00 PM
From: Joey Smith  Respond to of 186894
 
Stockman, good analysis. AMD is being hyped right now, and represents a good short play after all the hoola is over. AMD will still not make any money unitl Q3 with Intel's agressive pricing, and then it will be a new ballgame.

joey



To: StockMan who wrote (51651)3/31/1998 12:43:00 PM
From: Gersh Avery  Read Replies (3) | Respond to of 186894
 
Re: - The AMD distributers say that the K6-266 is in short supply,

When you combine this information with the report from Tiwan about 78% of motherboards in Q1 being socket 7, the implication is high demand. Not low yeilds.

Gersh