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

To: Maxwell who wrote (41785)	11/18/1998 1:40:00 PM
From: Tenchusatsu	Respond to of 1572704

<Have you sold your AMD position yet? It seems like 28 is a tough resistance to break. Edelstone was impressed with the K7. He thinks AMD will make big money Q4. What is your estimate?> Based on the messages here, I think I'll bail out as well, then watch for an opening once again. AMD is very capacity-constrained, and it's going to be hard for them to break out of the sub-$1000 market and break into higher-margin markets without that new Dresden fab. Theoretically, such a constrain in supply should lead to higher prices, but realistically, AMD can't do that without upsetting its new-found OEM friends. As for giving estimates, I'll decline. The last time I tried, I was way off base. Tenchusatsu