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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Big Bucks who wrote (25024)	10/7/1998 8:48:00 PM
From: Gottfried	Read Replies (3) \| Respond to of 70976

BB, seems like AMD has yield problems, according to Kumar <1% on K6-2 chips. What would constitute acceptable yield in your opinion? I think the following assessment from the story was unfair... But analysts and traders said other than a third quarter rebound in personal computer sales -- especially at the low-end of the market, where Advanced Micro is a big supplier -- the company's profits were underwhelming. ''They shipped a tremendous amount of product in the quarter,'' said one technology trader. ''Is that as good as it gets?...This was AMD's quarter to shine. Going forward, it's always the same story with AMD: they really don't make enough money.'' Advanced Micro's profit was its first in four quarters. Looks to me as if the people quoted had made up their minds to sell or short AMD no matter what the earnings. GM

To: Big Bucks who wrote (25024)	10/7/1998 8:59:00 PM
From: Robert O	Read Replies (1) \| Respond to of 70976

Doesn't this Wired piece make it sound like AMAT gets orders (and supplies) chips for PC makers even though story is bounded by correct label as equip. manufacturer?: Applied Materials Inc (AMAT - news), the world's biggest manufacturer of chipmaking equipment, was up for most of the day, following better-than-expected earnings from Advanced Micro Devices on Tuesday. AMD told analysts that it believes most PC makers have burned off most of their chip inventory and would start ordering again, which would be good news for suppliers like Applied Materials. But in the end, the semiconductor capital-equipment manufacturer fell 56 cents to $23. Hey, a few iterations down the line it might be good news but doesn't "suppliers" refer back to "chip inventory"?