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To: Paul Engel who wrote (58919)6/27/1998 12:08:00 PM
From: Steve Porter  Read Replies (1) | Respond to of 186894
 
Paul,

Re: "Are you going to constantly expect bad yeilds for AMD ..."

I said nothing of the kind.


Sorry Paul, you're right you didn't say anything of the kind..

You made a completely ERRONEOUS STATEMENT SUGGESTING that AMD was shipping 4.5 million K6's per quarter.

I think I made that statement in a "what if" fashion. AMD _can_ ship that many CPUs. Whether they ever do or not isn't the point I was trying to make..

Then you used that FALACY as a basis for another one of your droning arguments.

Oh and you have _NEVER_ done that..

And get this Steve - does AMD's stock price at $17 3/4 send you a message that their yields have improved?

It tells me that no one has any f***ing clue what to expect from AMD this quarter or next.

Some day AMD may solve their problems - but their competition - INTEL - is not standing still.

Never said they were..

Until these problems are solved, Intel is constantly gaining

Gaining what?

while AMD LOSES MARKET SHARE,

Don't know about that one..

CASH and they are MORTGAGING THEIR FUTURE.

Well I agree about the cash part.. not sure about the mortgaging the future part tho.

Steve