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

To: James Yu who wrote (30590)	3/31/1998 11:34:00 AM
From: AK2004	Read Replies (1) \| Respond to of 1583492

James it is likely that this 25% company is buying in chunks each morning. Regards -Albert

To: James Yu who wrote (30590)	3/31/1998 11:52:00 AM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 1583492

James , re. another 500K shares at opening, I am not suprised the reason being that AMD is a favourite of funds , this is the time of year they have new money to allocate and is the reason IMO why AMD has such a cycle to it , Brian

To: James Yu who wrote (30590)	3/31/1998 12:00:00 PM
From: AK2004	Read Replies (2) \| Respond to of 1583492

James, All - DLJ 08:38am EST 31-Mar-98 DLJ Securities ........ Krishna Shankar (415) 249-2231, Semiconductors: o AMD (AMD: $26.56)+#++: We continue to be positive on AMD with our RL Buy rating and our Street High estimate of $0.75 per share in 1998 (consensus is break-even) and $3.75 per share in 1999. The stock gained 7% on Monday due to further positive speculation about K6 production yields improving and also about the possibility of an equity investments in AMD by a strategic partner such as IBM (IBM: $103.19)#. For some time now, we have been reiterating our belief that AMD's K6 production yields and speeds are gradually improving. We believe that AMD's process development and manufacturing team has made significant progress in addressing the K6 yield issues. We believe that K6 yields may be approaching 40 to 50% at the end of Q1; with the company potentially returning to solid profitability as early as Q2. If AMD is able to achieve 266MHz and 300MHZ yields in high volume by Q2, Intel will be forced to slash prices again. A processor price war will hurt Intel's margins more; while AMD has marketshare to gain the low end to mid range processor market. .......