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Politics : Formerly About Advanced Micro Devices

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To: Tiley who wrote (32359)	5/3/1998 4:38:00 PM
From: Maxwell	Read Replies (5) of 1571770

Manish: <<From my point of view, AMD has solved their yield problems, but are still relegated to the low end of the market. They are still not a significant player in the mobile and the server/workstation market. And they are undertaking a significantly risky endeavor by diverging from the Intel instruction set (in my opinion this will be doomed to failure).>> Your criterias for AMD to be successful and great investment are way too stringent. 1) To be significant player in the mobile AMD must make more than what they did last quarter of 1.5M. That 1.5M was scooped up in the desktop in a flash. There were none to go to mobile. 2) Forget on the server side. AMD needs to have a single focusing strategy of making inroad into the market rather than attacking on all fronts, a very bad strategy. 3) Diverging instruction sets is the only way to differentiate from Intel parts and eliminate the 25% price differential. Intel has been in the market for a long time. Why should anyone buy AMD parts when they are not even superior in performance than PII? Lower price! If AMD continues to follow Intel in Intel's instruction set then AMD can never be a leader, only a follower. This answer your next statement. "..AMD will be a really great investment (as distinct from a trade) when they can prove that they can match (if not exceed) Intel in most aspects of the business (including performance on the Intel instruction set)..." How can you improve on the same instruction set when Intel has defined the instruction set? The only way is to have a DIFFERENT and BETTER instruction set of achieving the same goal. If your criterias are really happening then AMD wouldn't been trade in the 20s. It would be trading in the 40s and 50s. The most important thing for AMD now is to 1) Generate volume of K6 and K6-3D(at least 3M-5M/quarter) and make money. This criteria is sufficient for the rest to follow. Once the volume is there many vendors such as chipset makers, box makers, software developers, etc. will confidently support AMD. As for performance, the K6-3D and K6-3D+ are very competitive and even better to the PII. The K7 which to be demonstrated this year will clearly differentiate the two companies products Maxwell

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