Elmer,
With virtually no major OEMs selling AMD systems
HP, Compaq, Sony, Fujitsu-Siemens, NEC are "virtually no major OEMs"? And let's not forget the ever growing "Other" category.
if they are only going to retain their current customers they will just keep losing money like they are doing now.
AMD is losing money on flash - a bundle. But CPU business has been making money throughout 2001. On the other hand, most of the profits in 2000 were from flash, not CPU business - these are just my WAG, based on the revenue levels and my estimates of expenses.
There is good circumstantial evidence to suggest there are yield problems at .18u and the long delays introducing conventional .13u products are not the signs that give you confidence that AMD will be able to flip the switch and crank out SOI with 9 metal layers. To ignore these risks as this thread has is naive and for me to point them out is not unreasonable.
Good points (except the yield problem theory which unfortunately we never had a chance to test). I don't think the risks have been ignored on this thread. Definitely not by me. But when some of the risks are lessened, challenges overcome, milestones reached and people comment on it, it doesn't mean they are ignoring the remaining risks.
AMD has did well last month on some of the medium term issues (Hammer), but the short term risks (Thoroughbred) is the thing that bugs me the most. There should be some news coming out, addressing this issue within 7 to 10 days, and it better be good, otherwise, I will step-aside for a few months.
Ok |
