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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (74599)10/7/1999 11:46:00 PM
From: Buckwheat  Read Replies (1) of 1585858
 
I like AMD as much or more as anyone else on this thread, but there are a few things that we need to put into the proper perspective.

The first being current results. A lot of analysts seem to want to blame low 3rd quarter Athlon shipments on the earthquake. Low third quarter shipments were in fact a direct result of less than adequate timely support from the infrastructure partners. This is an AMD screw-up that was put into motion long ago because of AMD's fumbling over the past two years. You have to remember that our infrastructure partners are in business to maximize profits also. Consequently, their focus is on supporting high volume, risk minimization, and demonstrated track record.

Secondly, one should not expect the infrastructure partners' focus to change in the current quarter. We're entering the busiest quarter of the year and some of these partners have probably lost 3 or 4 weeks production. I would expect that products that support the Intel infrastructures will again receive the highest priority since these suppliers will waste no time in trying to close the lost productivity gap. (It's amazing how the BX chipset "shortage" and Camino "foul-up" will actually cost AMD more than Intel)

I really believe that "Jerry" was trying to tell us this during the CC (in so many words). He went out of his way on several occasions to highlight the fact that the results this quarter again would be mainly a function of infrastructure partner support.

Lastly, IMHO the performance of the .18 coppermine will likely determine the fate of AMD. When you take away any smoke and mirrors, if the coppermine performs on par with or better than the Athlon (clock for clock),,, then I'm afraid AMD will be dead meat.

Buckwheat
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