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

To: Jim McMannis who wrote (38654)	10/7/1998 4:26:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 1576775

Jim: <<...Kumar said he believes that Advanced Micro is currently experiencing manufacturing yields of less than one percent on this new K6-2 chip -- meaning that less than one percent are shippable to customers." >> Lat quarter he said yield on the 350MHz was so bad that AMD would never ship any significant amount. He also said that AMD would never miss Christmas with the 400MHz. This guy says a lot of thing. He seems to have good connection with the press. Maxwell

To: Jim McMannis who wrote (38654)	10/7/1998 6:50:00 PM
From: Ed Sammons	Read Replies (1) \| Respond to of 1576775

RE: Kumar said he believes that Advanced Micro is currently experiencing manufacturing yields of less than one percent on this new K6-2 chip -- meaning that less than one percent are shippable to customers." ---- Earlier this year Kumar also said the AMD .25um process was yielding 1% (all speed grades). So much for his 1% solution. I was hoping for a nice bounce today but C'est la vie. Jim thanks for your AMD info the past few months. You have been right on target, and I trust you will continue to be in the future. I bought at 15.5 on the way down a few weeks ago and 17.875 3 days ago (did not sell today). Today's action presents another buying opportunity before the K7 and K6-2 400MHz announcement. AFAS 4Q earnings, my prediction is $.25/share.