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

To: Paul Engel who wrote (30684)	3/31/1998 11:31:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 1572449

Paul, "possible" 40% drop off in K6 production. If you follow what's available at pricewatch: pricewatch.com and retail, it is very unlikely. Joe

To: Paul Engel who wrote (30684)	3/31/1998 11:54:00 PM
From: AK2004	Read Replies (2) \| Respond to of 1572449

Pual give me a break. you are not a stocky who can not count: 200+ .25 / wafer with ~1k wafers per week = 200k/week and add to this .35 k6s and you will see that current production is 300k/week Granted that the results would not show much this quarter since that is the current yield

To: Paul Engel who wrote (30684)	4/1/1998 3:32:00 PM
From: Profits	Read Replies (1) \| Respond to of 1572449

Paul, re: "I guess you missed the important details - such as this "possible" 40% drop off in K6 production." You missed the important details - even if there was a drop off, the market doesn't care. The market cares about AMD capturing 40% of the retail sales. The market cares that K6's are outshipping the Pentium II in the retail channel. The market cares that AMD has solved it's yield problems on 0.25um. The market cares that Celeron is lower performance than Pentium 200MMX. The market cares that AMD is going to ship 15MU in 1998. The market doesn't care about your old data. Stop living in the past. I told you once and I'll tell you again. AMD is a better investment than Intel. From about 2 weeks ago, in order for your Intel investment to match AMD's return, their stock will have to go to $132 per share. And there's a snowball's chance in hell that is going to happen! Admit it. You were wrong. Profits