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

To: kash johal who wrote (63184)6/24/1999 2:54:00 PM
From: tejek  Read Replies (2) | Respond to of 1572872
 
Kash:

Yes you are right on all points but intc is not impervious....they do have shareholders and a board of directors. Which do you think an intc shareholder would prefer: a prosperous AMD and not as but still prosperous intc or two companies that are both struggling financially? And also remember intc has more to lose....it will do this price war only so long as their bottom line is hurt marginally; anything more and forget it. In spite of rumors to the contrary, intc does screw up and is vulnerable.

ted



To: kash johal who wrote (63184)6/24/1999 3:08:00 PM
From: Charles R  Read Replies (1) | Respond to of 1572872
 
Kash,

I was a little surprised to production of 6Mu K6s when I thought they made a pretty hard move to K7s last month.

With the manufacturing cycle numbers that you and PB are talking about, I am not surprised anymore.

Based on the cycle you are talking about and current production capacity and the K6 inventory level, how many K7s do you expect AMD to produce in Q3?

Chuck


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