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Politics : Formerly About Advanced Micro Devices
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To: Marco Polo who wrote (60807)6/7/1999 1:58:00 PM
From: Elmer  Read Replies (3) of 1573333
 
Re: "The K7 only needs to be better than what is on the market to be a success for AMD. "

Ben, this shows a real lack of understanding of the business. The K7 would need to be manufacturable, and at a significant profit. It would need low cost chipsets and motherboard support. It would need design wins from companies who shall we say are somewhat lacking in confidence in AMD's ability to deliver. It will need a smooth transition to .18u process from a company on the brink of bankruptcy who has blown every previous transition and currently has no .18u process of it's own. Meanwhile the competition is already in production on .18u. It is very easy to wave your hands and anoint the K7 a success when it hasn't even been introduced yet. It shows an extraordinarily naive understanding of the semiconductor industry. It is the kind of banter one would expect from a college student bull session. There's a real world out there where the K7 will have to compete against real silicon.

EP
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