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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (74835)10/10/1999 9:20:00 PM
From: kash johal  Read Replies (2) of 1573201
 
Tejek,

Thanks for the response:

Re:"RAZA wanted to sell dresden"

This may not have been a bad idea. The company clearly has OVERCAPACITY. And as the 0.18 micron ramps the volumes of CPU's will ramp 2x to ATHLON volumes of 5-6M/qtr in a few months just from Austin alone.
Jerry felt he needed more fabs to compete with Intel, the problem is that he has disregarded the whole infrastructure issue of competing with Intel. And genning up a chipset without AGP4x support or PC133 support does not strike me as great support. Clearly the MB situation was an AMD screwup and I find it unconsionable that they are blaming the earthquake for them missing Q3 sales of 150K Athlons.

My point about MBs and chipsets has not been simply been about the K7 situation. They LOST the low end to Intel, because AMD was unwilling/unable/unprepared to manufacture its own MB/Chipsets so it could compete on packaged sales.

They seem to me about to do the same with the AThlon.

Standalone the AThlon is a great CPU.

Now you couple it with low quality unavailable chipsets and motherboards and you have a losing proposition.

This company keeps pumping MORE money into Cap Ex in the foundry area (where it has way overcapacity) while it does nothing to adress the MB/Chipset issues or the product marketing of its CPU's (where funds and focus are SORELY needed).

Jerry is investing under the assumption that Dresden/Fab 25 will allow him to sell 10M units/quarter.

Frankly this is not going to happen without a major shift in consumer branding on a worldwide basis.

Due to the lack of management focus we will SELL FEWER CPU's than a year ago. In addition there has been nothing been done on the demand creation side.

Pumping up useless capacity without commensurate effort in the infrastructure side is a very shaky strategy IMHO.

regards,

Kash
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