Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (37087)	9/16/1998 7:24:00 PM
From: StockMan	Read Replies (2) of 1570540

Jimmy, Re -- K6-350... What do you think will happen if AMD does not report 20mil or less of losses this Q. For you jimmy, I'll spell out some facts you should think deeply about. 1. AMD produced 1.2M on the .25u last Q, will they be able to ramp production 200% on the .25u in a Q. 2. Had problems with Speed paths on the K6-333 and had limited production of this. 3. IBM gets the chips at cost and Compaq does not sell K6-2 systems. 4. AMD reported a loss of .45c last Q. Turning it around by 100% in a Q is very very difficult. 5. Motorola just reported weakness in semi industry (NO COPPER by next year), and others Cyrix/NSM, LSI , AMAT etc.. all reported weakness in their NON PROCESSOR business. So think about these things deeply Jimmy. I am sure you WONT.

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