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 (70480)	8/31/1999 3:21:00 PM
From: Rick Jones	Read Replies (2) of 1574126

AMD doesn't have any of these safety nets for K7, their stated intent is ASAP ramp to millions units/qtr - it either all works all at once(CPU and chipset/motherboard ramp)or...> Good post but I think the case is overstated. Nonetheless, your post explains why the stock is trading at where it is today. In other words, stuff like motherboard problems that we see are normal growing pains. This is a minor irritant, the key for AMD is not to have any major disasters. Chuck I agree, with a caveat - even though Intel's own delays of 820 AND Coppermine (at least 1 qtr each)have left the door open for AMD/K7 walk in, each day that goes by for AMD with only minor irritants (motherboard recalls, no meaningful K7 sightings, etc.) means one less day until the 820/Coppermine avalanche (which is surely coming) comes roaring down the mountain. No or not enough motherboards is just as major a disaster as no K7's, maybe even bigger, since the inventory cost of CPU's is so high and the shelf life of CPU's is so short. Rick

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