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Politics : Formerly About Advanced Micro Devices

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To: Steve Porter who wrote (25213)10/21/1997 4:46:00 PM
From: Yousef  Read Replies (1) of 1576923
 
Steve,

Re: "TSMC (one of the biggest fabrication organizations in the known universe) will start
cranking out Cyrix chips, no doubt at excellent yeilds. "

Just be aware ... TSMC doesn't offer "leading edge" technology. They
will sell you mid-performance .35um technology. If Cyrix/NSM sets their
product plan appropriately, maybe this won't be a problem. However, this
will relegate Cyrix/NSM to the <$1000 ... to be soon <$500 market segment.
The margins will be slim and any execution error will result in losses !!

In regards to your comments on AMD, I think that AMD's lack of execution
has placed AMD in direct competition to Cyrix/NSM. They have to "dump" all
their excess inventory of 166mhz parts !!

Make It So,
Yousef
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