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

To: Jim McMannis who wrote (63563)	6/28/1999 2:21:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1571554

Jimbo - Re: "...well it aint lookin' too good for Q3 as you well know...Looks like no profits until Q4 and man have I heard "that" before ...Man, how does AMD do it? " Thay have years and years of experience in Falling Flat on their faces. Sanders has this down to an Art-Form. Paul

To: Jim McMannis who wrote (63563)	6/28/1999 2:23:00 AM
From: Elmer	Read Replies (1) \| Respond to of 1571554

Re: "This $200M loss amazes me. It keeps going back to that "late mask" design problem with the CXT core back in late Q4 and early Q1. AMD had market share on Intel at retail. They had carved out a niche at the low end with the K6-2. Then they couldn't deliver to tier 2s and 3s and "poof" just like that the Celeron ate their lunch. When they did get production fixed they tried to get back the lost accounts but were told...no thanks, "we are quite happy with the Celeron". Jim, there's still a place for you in the Church of Intel... Repent and sin no more and all will be forgiven.... EP

To: Jim McMannis who wrote (63563)	6/28/1999 2:27:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1571554

Jimbo - Re: "Well, something tells me that AMD is going to try like heck to get those Tier 2 and 3 OEMS back. How are they going to do it? Why...drop their prices on the K6-2s to an average of under $60 a chip. Blow out that inventory" It ain't gonna work ! AMD may unload those Kdawg 62's at cheapo-cheapo prices, but those sales are going to go to existing customers - not the LOST customers. The LOST customers that bought Celerons instead have filled their inventory pipelines with Socket 370 motherboards and most likely will be stocking the new i810 motherboards. Very few are going to rejigger their product plans just to save a few bucks on the Cheapo Kdawg parts. These guys have been SCREWED by AMD on DELIVERY - and that they will remember for a LONG TIME. These guys know that the athLATE 7 is still a pipe dream - so why comitt to a flaky supplier that already burned them once? Paul