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

To: Kevin K. Spurway who wrote (63230)	6/24/1999 6:03:00 PM
From: ericneu	Respond to of 1572090

Re: "Therefore, their previous backers (Diamond, Creative Labs, etc.) have thrown their weight behind Nvidia." So you're saying their problems are marketing oriented and have nothing to do with a technology gap? --- Ninety-five percent of them, yes. 3DFx did miss the boat on 32-bit color and 32MB frame buffers, but you'll notice the people making the biggest deal about that are their ex-customers. Had they kept their relationships with the OEMs I'm certain it'd be a different story. Also, you're right - S3 just proposed a "take-under" of Diamond. 3DFx seems to have started a trend. - Eric

To: Kevin K. Spurway who wrote (63230)	6/24/1999 6:05:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572090

For anyone who cares - We lost approx. 11.5% combined today and yesterday. The Dow has gone down about 190 and the Nasdaq about 26 points over the same time. At least the market wasn't up the same amount the past two days while AMD fell.

To: Kevin K. Spurway who wrote (63230)	6/24/1999 7:08:00 PM
From: Petz	Read Replies (2) \| Respond to of 1572090

Some important information re:K6-2 inventory has not been revealed. Namely, at what price, X, ($10 < X < $50) are the 2.Y million chips being valued? (Y is also unknown) Basically, when EPS (sic) are released, we should be able to calculate X from the increase in inventory valuation, since last quarter there was probably only a couple 100K of chips in inventory. Here's the point. If AMD is valuing the inventory at $10-$20 per chip, and they are sold in Q3 for $30 - $40, they could realize a profit of $50M on the sale of this inventory. Heck, even a Cyrix MII-300 fetches $25 to NSM. After looking at pricewatch and thechipmerchant.com, I believe AMD is getting about $36 for the K6-2-350 right now. (The vendors on top of pricewatch list limit you to 1 CPU or charge $90 to ship ten via UPS Ground. Interestingly, all grades below or above 350MHz are way above $36). However, if AMD is valuing them at $35+ in inventory, they are setting themselves up for a fall. Petz