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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (62993)	6/23/1999 6:24:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1570682

PB, Are you suggesting that AMD just exit the low cost segment ? Based on today's announcements of Q2 shipments, it sounds like that has already happened. Scumbria

To: Process Boy who wrote (62993)	6/23/1999 6:30:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1570682

PB, Re:" I had to come back to this one. Are you suggesting that AMD just exit the low cost segment (the largest growing segment at the moment)pronto? What would that do to their credibility as a supplier?" Not at all but they certainly don't have to keep building K6's at a 6M/qtr clip either. They can simply support the big oems and crank out as many K7's as they can. If they only produce 1M k6's they should be able to ramp about 1M K7's this quarter. I am assuming that the K7 uses the same process as the latest K6's and I believe it does. In addition the 2-3M or so Cyrix chips that were dumped will get out of the system in Q3. Regards, Kash