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Politics : Formerly About Advanced Micro Devices

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To: Ali Chen who wrote (26711)	12/13/1997 2:09:00 AM
From: Joey Smith	Read Replies (1) of 1575181

re:The K7 will require more of its own infrastructure than any prior AMD product. Like NexGen's ill-fated 586, it will require custom chip sets and motherboards. These problems were crippling for NexGen, but AMD has far greater resources to bring to bear. If all goes well, the benefit will be high performance: Slot A will be faster than Slot 1, and if AMD can come up with a CPU core to match, it could achieve performance leadership in x86 processors. Is this guy serious? Has he taken a look at AMD's income statements for the past 2-3 qtrs and their debt rating? Doesn't he realize AMD will probably lose money for the next 2 quarters as they try to ramp to .25 AND match Intel's very agressive price cuts? Does he realize AMD will soon have to pay back the debt for the Fab in germany ? And he concludes that AMD will come up with a proprietary standard on its own??? o.k. i believe him. joey

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