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Politics : Formerly About Advanced Micro Devices

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To: AK2004 who wrote (5317)2/9/1997 12:08:00 AM
From: Joey Smith   of 1583100
 
Albert, yeah, i was suprised at the $185 price target especially
after i read the full report. How many K6s are expected to
sell this year? How many can they produce? I've heard 5-6M tops.

For me, I just have a hard time thinking of any scenerio where
a CPQ/DELL/IBM is willing to risk a major portion of their
business to a company with a poor track record with K5, and with
a product K6 in which their is uncertainty with performance,
yields, compatibility, etc.

AMD will have to prove themselves first with K6
which may take a long while. IMHO, I seriously doubt any major OEM
would use K6 initially. Too much risk, and you seem to know
a lot about risk. Obviously, you probably have a different opinion.
joey
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