Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yousef who wrote (40287)	10/29/1998 1:05:00 AM
From: kash johal	Read Replies (2) \| Respond to of 1573216

Yousef, >re: If your cost numbers are true, why wasn't last quarter a "Rocking >Quarter" for AMD. BTW Kash, 1 cent/share ISN'T "Rocking" ... >unless ... Your stock is at 50 cents/share, IMHO. You are well aware of the fact that fixed costs make a huge difference in this business. AMD went from losing $100M to breakeven in 90 days. As their volumes ramp up another 30% plus this quarter you will see a rapid change in the profits. By all accounts demand is good for both Intel and AMD, particularly at lower speed grades. Intel may well beat estimates this quarter ( I hope they do), AMD is positioned to SHATTER estimates of $0.08 per share, particularly with the rapid ramp up in Speed Grades. Kash

To: Yousef who wrote (40287)	10/29/1998 7:13:00 AM
From: Maxwell	Read Replies (1) \| Respond to of 1573216

Yousef: <<According to Petz and Maxwell, AMD solved their yield problem 9 months ago ... If your cost numbers are true, why wasn't last quarter a "Rocking Quarter" for AMD. BTW Kash, 1 cent/share ISN'T "Rocking" ... unless ... Your stock is at 50 cents/share, IMHO.>> Heh man. The street predicted ($0.16) loss. AMD beated by $0.17 due to spectacular yield. What more than you want? $0.01 is better than a loss. It was YOU WHO SAID "The more AMD K6-2 sells the more loss AMD accumulates." What a garbage. Now you said "A shinny penny EPS and not worth noticing". Next quarter AMD will post $0.30 or better and you and your Ass-Hok SKumbag come out and say "AMD growth is unsustainable because INTEL WON'T LET THEM." You are just full of shit. Maxwell