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Politics : Formerly About Advanced Micro Devices
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To: Ali Chen who wrote (26187)11/26/1997 11:01:00 PM
From: Yousef  Read Replies (1) of 1573092
 
Ali,

Re: "The K6 demand vastly exceeds supply. Product acceptance is more than good. Roadmap
is straight and clear ..."

The supply has been very poor ... especially for the 233mhz K6. In this
case, it is easy for the demand to exceed supply. The Roadmap is almost
in "shambles" ... AMD's .35um process is two speed bins (minimum) short
of Intel and AMD's .25um process looks to be uncompetitive. This means
that AMD will continue to be at least two speed bins behind Intel in the
desktop and mobile markets. AMD's Roadmap is a failure ... once the
Institutions recognize that AMD will not be making any money for the
next year, AMD stock will head to the low teens.

Make It So,
Yousef
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