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: Scumbria who wrote (58145)	5/14/1999 2:06:00 PM
From: Burt Masnick	Respond to of 1571782

Re:"If AMD had to rely on the K6 family, I would not be an AMD investor." But they will have to depend on the K6 family for quite a while. And that while will be an unprofitable while. So the K7 better be a BIG hit. Real BIG. And there are good arguments that it won't be terribly profitable at .25 so you are really dependent on Dresden coming up quickly and effectively with a borrowed process. Could happen. Might not happen. And till it happens quarterly reports will be lossy. I characterize AMD now as an interesting speculation. It certainly is interesting and it certainly is a speculation. Some oil explorations strike oil. Some come up dry. AMD has traditionally come up a day late and a dollar short. I am personally not crazy about the odds your facing but good luck. Burt