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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (46336)	1/17/1999 12:03:00 PM
From: Paul Engel	Read Replies (1) of 1572125

McMannis - Re: "but didn't have enough for Gateway, that's why you didn't see Gateway offer K6s but they will or so I hear. " AMD a;ready sells CPUs to IBM, Compaq/DEC, NEC-Packard Bell, HP, Toshiba, Fujitsu, and many others. Let them sell some low-ball chips to Gateway. You're missing the point. With AMD selling to essentially ALL of Intel's customers - save 2 or 3 - they still aren't making much in the way of profits. So what good is one more customer ? In addition, AMD's COST ARE GOING TO SHOOT UP ! The K6-2 is uncompetitive - and its ASP will continue to plummet as Intel continues to DROP prices on its Celerons. The 400 MHz Celeron is already down to $163 on Pricewatch, so look out below ! When the LATE LATE SHOW arrives, in the form of SharpEye, AMD's costs are going to SOAR and their yields are going to PLUMMET. The SharpEye is 44% biger than the K6-2 and the K6-2 yields at 34%. JIMBO - that 34% yield is a verifiable calculatable number - from Loose Lips Sanders - and it is real - not that Phoney Baloney that Maxwell has been spoon feeding you gullible guppies over on the Pwivate Thwead. DO the MATH YOURSELF ! Adding a SharpEye - 44% Bigger - WILL NOT IMPROVE YIELDS - they will DROP even some more. Of course, that will be We're Back Sanders' excuse at the next conference call. Paul

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