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

To: Dave who wrote (35886)	8/12/1998 2:42:00 PM
From: Jim McMannis	Respond to of 1573426

Dave, I doubt Paul or Yousef received any recent e-mail about AMDs yields. At least not from me. Paul did state that he received an e-mail a couple years ago on the K6 when AMD was 12. He claimed he bought. I have no reason to no believe him. Yousef is probably shocked AMD even got the K6 to 333 and will have heart palpitations when the 350s, 400s, and 450s come out. I can tell you this. AMD has been completely on .25u for over two months. Yields are "good". To say more than that is not appropriate for a public BB. Major problems were fixed back in April but it takes a couple of months for the wafers to work there way through production so the big production jumps started in June. Yields are increasing but "fooling around" with wafers can cause them to fluxuate. I think you will be shocked over how many chips AMD ships this quarter. Intels shortage is a godsend if it's real. Invest at your own risk, AMD is risky but things look good for a turnaround this quarter. The 4th quarter should be good too but I'm less certain because it's hard to guage how the market will absorb the Mendocino, which is not a bad chip, no 3DNOW withstanding. If they name it a "Celeron", that bad name will be hard to overcome but Intel has amazing marketing clout. What I really see suffering here is the Pentium II. Paul, despite getting his jollies from constantly reminding everyone of AMDs losses, has supposedly taken a trading position in AMD. So have I. Stockman probably has been eating his shorts in AMD and Cisco. Others here are in a much higher price. I'm a late comer to the AMD bandwagon and am prepared to trade as well. That ought to bring you up to speed. Needless to say. AMD is a risky investment. Longer term, who knows the effect of Intels coming barrage of chips. Jim