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Politics : Formerly About Advanced Micro Devices
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To: greg nus who wrote (27207)12/28/1997 4:03:00 PM
From: StockMan  Read Replies (1) of 1573908
 
Nus,
Re -- AMD diversification makes it almost impossible for Intel to drive AMD out of business.

AMD's revenues from flash memory is about half their total revenues.
With the Koreans dumping flash below cost, AMD's revenues will be severly impacted.

Also since k6-166 and k6-200 are no longer sold, anyone wonder what it will do to AMD's yields overall? If AMD had 1.5M K6's and 50% 233's, they only have .75M k6-233 that they can sell.

BIG LOSSES AHEAD NUSANCE. Be prepared with your lawyers!!

Stockman
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