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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (55536)4/15/1999 1:48:00 AM
From: Tenchusatsu  Read Replies (2) of 1578097
 
Thanks for the notes on the CC, Mani. A few quotes:

<very strong demand for K6-III, hundreds of thoudands should be shipped this quarter>

Guess hundreds of thousands don't really translate into more than 10% of the 5 million total CPU's planned for Q2. AMD really is banking on K7 and Dresden fab, because the CC also mentions "no $100 ASP without K7."

<K7 should bring the last big OEM (Dell) to the ranks>

This could happen sometime, but I'll bet it's not in 1999.

<Sanders yelling at Dan Niles and telling him he does not understands this industry at all>

Very interesting. Wasn't it old Danny boy who was saying "Sell, sell, sell!" on INTC, even though he maintains a long-term accumulate rating? If INTC doesn't dip well below 57 in the near term, Dan Niles is going end up on the first foil of Craig Barrett's next INTC investor relations meeting.

<Sanders saying "we are not in this business for charity even though it looks like it some times">

Gee, he could have fooled consumers out there who don't care whether AMD makes a buck or not as long as they can get their free PC's.

<no 0.18 K62 in 1999; all 0.18 by early 2000>

I assume "early 2000" means Q1 2000. Since AMD said that there will be no 0.18 K6-2 in 1999, are they going to attempt a total K6-2 shift to 0.18 in a single quarter? Ho boy, he's betting everything on perfect execution once again. (Either that, or he's going to discontinue the K6-2 by 2000.)

Well, at least he's outlined some sort of plan for 1999. It will be interesting to see how well AMD does in the face of a changing PC market and a changing (as we speak) Intel.

Tenchusatsu
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