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

To: Yousef who wrote (48539)	2/4/1999 7:04:00 PM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1571832

Re: "But Jerry promised at the last CC that a "mask fix" had cured the K6-2 400mhz production "problem" ... and ... silicon would be "flying out the doors" by February." In the CC, they stated it would be at least halfway through the quarter before the effects of the fix were felt. If the fix really didn't work, we wouldn't have heard today that it specifically DID work. The problem here is pricing pressure, and nothing more. The fact is, AMD isn't going to be making much money until the K6-3 starts heading out the door in quantity, and that's late March at best--exactly what we heard from AMD today. You can try to paint this as another manufacturing snafu on top of the last one (allegedly corrected by the "late mask fix"), but that's about as believable as you being short this stock. Kevin

To: Yousef who wrote (48539)	2/4/1999 7:30:00 PM
From: TGPTNDR	Respond to of 1571832

Yousef, Re: <I'll bet the people ...feel like "Chumps" now> I certainly do, and I don't think that "Pricing Pressure" is sufficient to cause cancelation of the two meetings.. I would not be surprised if the BIG shoe has yet to fall. tgptndr