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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (74895)	10/11/1999 1:50:00 AM
From: tejek	Read Replies (3) of 1573262

RE <<<<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.>>> In a later post S. Porter said it cost AMD $600 mil to get fab 30 and you still think it may not be a bad idea to sell it. Fab 30 is a steal and can be used in several different ways to create revenue. I am sorry you can't see that. Instead of an albatross around AMD's neck, I think fab 30 is an uncut jewel. RE <<<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.>>> It is clear to you and few others that the mb screwup was AMD's fault...like I said before I can't buy into that scenario. It is not a rational conclusion from the info that is available. RE <<<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.>>> What they lost is a commanding share of the low end and just like intc this year, they can regain it. BTW I see the low end for maintaining full usage of the fabs, not for generating profits. RE <<<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.>> I don't have a clue on you came to this conclusion. RE <<<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).>>> How do you know they are not doing anything? RE <<<Jerry is investing under the assumption that Dresden/Fab 25 will allow him to sell 10M units/quarter.>>> How do you know this? Kash, does Jerry call you or something? RE <<<<Frankly this is not going to happen without a major shift in consumer branding on a worldwide basis.>>> The future is a blank slate; anything is possible. RE <<<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.>>> Again how do you know this? Kash, you bring to all of this a huge wave of negativity. Its like Mani asked; what's happened to you? first you were pleased by the CC, now you are in dispair over it. RE <<<Pumping up useless capacity without commensurate effort in the infrastructure side is a very shaky strategy IMHO.>>> What is a very shaky strategy is taking on intc and yet, unbelievably, remarkably, incredibly, slowly but surely, AMD is pulling it off. I am sorry you don't see that. ted

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