Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (74768)	10/9/1999 5:00:00 PM
From: kash johal	Read Replies (1) of 1573000

Jimmy, Re: "ramp up motherboards in fab" Well the don't make plastic MB's inthese fabs they make semiconductors. But they can start ordering MB's to their design and chipsets. We could have hundreds of thousands of MBs in approx 5-6 weeks. They could even bundle them with a CPU and sell it directly via the internet in bundles of 10 directly to the third tier guys thereby increasing margins and time to market. They need to be innovative and agressive and not come forward crying to the CC call that the earthquake resulted in only shipping 200K K7's. We all know the MB situation was crewed up from the getgo and the quake had little to do with this fiasco. Just imagine what another 150K pcs at $300 would have done to the loss. We would have had a $0.50 loss and the stock would be flying if they could say that they were manufacturing adequate quantities of MB outside of taiwan just as compaq and IBM do to ensure sale of 1-2M K7's in Q4. regards, Kash

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