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Politics : Formerly About Advanced Micro Devices

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To: DRBES who wrote (40500)10/31/1998 6:44:00 PM
From: Brian Hutcheson  Read Replies (1) of 1586405
 
Darbes , re. AMD has to show they can make earnings consistently
Until Q3 they did not have either volume or sales ,obviously it is very difficult to make good earnings without them .
Now they have both . All top 5 retail PC cos. plus 3.8M k6-2 going to 5+ M k6-2 in Q4 .
Also as the volume increases AMD can concentrate on making higher ASP chips . Everyone treats AMD as if they are the new kid on the block
a recent PR referred to AMD as the grandfather of semi-conductor cos.
Which is true since they have been in business since 1969 .
They have been in this position before and know how to capitalise on it .
Brian
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