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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (74670)10/8/1999 4:35:00 PM
From: Burt Masnick  Read Replies (2) of 1584774
 
Elmer, they lost money in the past for a variety of reasons, the majority of their own making. Going forward, they have steep design, marketing, manufacturing and management mountains to climb. No doubt. And their financial position is perilous. All that said, if they can sell enough product with enough margin, they have a shot at profitability and independent survival. They are finally playing a game which has a shot as opposed to their prior death spiral. You are certainly correct - they have to staunch the bleeding of capital and become profitable. And quickly. A Dresden hiccup. A mobo hiccup. A chip hiccup. A chipset hiccup. Any of these could be the proximate cause, in the next six months, of THE death spiral. Q1 of '00 has to be profitable or it's going to be game, set and match. Just my $.02.

Regards,
Burt
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