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

To: FJB who wrote (30636)	3/31/1998 3:32:00 PM
From: Matt Webster	Read Replies (1) \| Respond to of 1572677

Ashok Kumar says the yield improvements are in test lots, not normal production apparently. This seems like a significant thing to me, yet it hasn't been generally noticed. A run to 30 in expectation of further dilution seems kind of iffy in light of declining processor/PC content and the leap yet to be made from test lots to normal volume production. Anyone who buys AMD in expectation of a big pop had better buy some deep in the money puts, too. Matt