Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Maxwell who wrote (38578)	10/7/1998 11:02:00 AM
From: Joey Smith	Read Replies (2) of 1577727

Maxwell, actually things get a lot tougher for AMD here on out. AMD is now entering a period where they are DEMAND constrained. Even Jerry admits this. This is a much tougher problem to solve than any manufacturing problem. How is AMD going to pay for a new Fab? new product development? This is the wrong industry to be demand constrained. If Jerry's business model is based on selling 25M units in 1999, then good luck to AMD investors because that basically amounts to a suicide mission! AMD has basically one "free" quarter left to make a little bit of money, and then Intel will turn up the heat once again in early 1999 with an arsenal of new products. joey

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