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

To: Jim McMannis who wrote (49801)2/16/1999 11:55:00 PM
From: Yousef  Read Replies (1) | Respond to of 1580037
 
Jim,

Re: "I predicted the release dates of the K6-2-333, 350 and 400..."

Jim, The problem is you were wrong on the 450mhz K6-2 and the 400mhz had
a "manufacturing problem". The reason for AMD's decline is due to still
being behind Intel by two speed bins. This has allowed Intel to lower
prices on lower speed parts and "killed" AMD's ASPs. I don't see this
changing in '99 ... In fact Jim, when Intel gets their .18um process in
volume production (mid '99), the Intel speed bin difference will increase.

Make It So,
Yousef



To: Jim McMannis who wrote (49801)2/17/1999 9:32:00 AM
From: Yousef  Respond to of 1580037
 
Jim,

Re: "Of course we will never know if you covered your alledged "short" position."

No need to worry, Jim ... I still have my "short" position. I will tell
you when I cover. Is this starting to touch your "sensitive spot" ?? <ggg>

Make It So,
Yousef


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