Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Pravin Kamdar who wrote (97629)	3/9/2000 1:11:00 PM
From: Joe NYC	Read Replies (3) of 1570995

Pravin, I'm still worried about Tbird and Spitfire L2 cache yield problems. I'll feel a lot better when we pass than hurdle. I agree. That and a acceptable yields from Dresden would mean that AMD will not be production constrained. The challenge will be just to sell everything they can make. That means battle for market share. Today, AMD is equipped very well to fight it. We will see if Intel can squeeze any more out of the P6 core to be competitive in Q2, Q3 and Q4. If all the reports are correct in that AMD is the only CPU vendor for the X-box and the launch date will be late 2001, from the earnings perspective, it means nothing to AMD until maybe Q2 2001. So we are still 5 quarters away from seeing any financial benefits from it. But the hype and commitment from MSFT should in the meantime put some premium to AMD's PE. With X-box, an important part of MSFT's business will depend on survival and prosperity of AMD, which I hope will mean that MSFT will make sure that AMD will survive and prosper. Joe

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