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

To: Burt Masnick who wrote (51876)3/8/1999 5:11:00 PM
From: Yousef  Respond to of 1572512
 
Burt,

Re: "My personal guess is that they pushed the operating frequency (MHz) specs
a notch or two too far ..."

I would tend to agree with your assessment ... I think a clear indicator
is that AMD had to "jack up" the supply voltage on their highest speed
parts. All it would take would be a slight "drift" in the IC process and
"top speed" bins yields could go to ZERO. I mean, how many 350/366Mhz
systems could they possibly sell ... Not exactly the "sweet spot".

Make It So,
Yousef



To: Burt Masnick who wrote (51876)3/8/1999 5:15:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 1572512
 
burt--

i agree on the layoffs, a positive, but one that was unknown. but even i knew about the earlier yeild and potential loss problems, though the loss is now confirmed. however, in my experience, when someone says we MAY have a loss, they mean get ready for a loss. the stock price indicates that it has been factored in.

maybe a point on the downside, but i doubt it. its just already in it.

good luck to all,
trey


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