Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (49360)	2/12/1999 9:03:00 AM
From: Burt Masnick	Read Replies (1) of 1573822

Politely, I will list what I think are the plus and minus marks for AMD. Plus K-7 looks good on paper. K6-III coming out soon (hard to know precisely when) Some progress moving up the MHz scale. Minus Late on major developments Yield still not up to snuff Weak product pricing control Haven't yet cracked the business market Finances shaky (one more "mask" problem would be serious) Management skills History of consistently negative surprises makes Wall St. unhappy In my view, the K-7 is the wild card. That is why I read the AMD thread carefully to check on its progress. My guess is that it will be a very good chip, but will slip several vital months before volume deliveries are possible. Certainly could be wrong on this, so I watch carefully. Hope that was polite enough for you. Good investing, Burt

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