Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (67487)	8/3/1999 6:12:00 PM
From: Process Boy	Read Replies (2) of 1574854

Charles - <Any alternate thoughts on the subject?> Rumor has it that Raza quit over AMD's Dresden strategy, and the possibility that the debt incurred by that operation may be a big bite for AMD to chew. I would assume that Raza would take in te potential success of the K7 into account when performing his analysis. I have a question. What happens to Austin when Dresden ramps? The copper process is not going to be transferred to Austin, so I am told (which blows my mind). What I am suggesting is that maybe some folks believe that even if the K7 is deemed somewhat of a success, it may not generate enough cash to make AMD the killer investment some folks want. BTW, K7 as a success is still a pretty big IF. So far I have only heard rumor of CPQ and IBM as possible major OEM's supporting K7 in the near term. Any thoughts on what it would mean if for instance Dell and Gateway do not support the K7? PB

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