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 (40696)	11/3/1998 12:29:00 AM
From: Petz	Read Replies (2) \| Respond to of 1573954

This article says AMD and CPQ got the cream of the crop of DEC's CPU designers, and Intel got the rest: mdronline.com@10924178zfljrx/mpr/editorials/edit12_14.html Petz

To: Yousef who wrote (40696)	11/3/1998 2:19:00 AM
From: kash johal	Read Replies (1) \| Respond to of 1573954

Yousef, >Re:Let me tell you a "double" secret, Kevin ... You >don't make money on a partially outfitted Fab. WRONG AGAIN. AMD made some money last quarter while pumping less than 50% capacity.They will make a lot more this quarter with the fab running at 2/3 fab. Q1/Q2 they will be awash in revenues as Fab 25 starts cranking at capacity. For a fab. expert you sure keep underestimating AMD. Perhaps that why your rational side forced you to buy the 10 shares in AMD a few weeks ago and sees the stock at $30 in a few weeks no less!!! Your irrational side keeps coming out with the same old crap: They can't yield em so they can't ship any. They can't speed em up...300Mhz by end of 98. They can't sell 'em as no-one wants em. They can't make money...run out of money in 98. Now it's they don't have the capacity...6000 wafers/mo is all lies. It's the FETS!!! its the FETS!!!they have slow FETS!!! Perhaps you can post us again on how AMD will never ship faster than XXX Mhz in 99, it will at least be good for a laugh. Regards, Kash