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

To: Charles R who wrote (64560)	7/9/1999 9:01:00 PM
From: Jim McMannis	Read Replies (4) \| Respond to of 1584008

RE:"I was talking product line speak - I was using "make" to represent sales not manufactured units."... here in lies the rub of "information". This doesn't necessarily pertain to you per-se. Let's say someone reputable tells you a month or two ago that AMD will make 6M chips. That person sits on the assembly line somewhere. So you think, hey, AMD is going to have a good quarter never suspecting that the were only going to sell 3.7 million of these chips. Without information on the sales end...who would suspect it? So some people here report that AMDs yields are good and they are making a lot of chips but because they didn't get the other side of the story, they are made to look bad. Last quarter it was the design/CXT core problem that blindsided AMD, this quarter, the loss of customers due to that. Next quarter, who the heck knows. Meanwhile, AMD makes those with only the insight that AMD will screw up while trying to catch up, look like geniuses. A while back I figured that The K7 design was superior enough to give AMD plenty of time to work out the bugs. Now, as far as I'm concerned, it's going to be 1.5 months late. So that's 1.5 months of premium time...gone. Now there is some doubt that AMD will get up to speed quick enough. Not much but a little. The stock price reflects even bigger doubts. I agree with Engel on this...if AMD screws this one up, it will be the laughing stock of Silicon Valley. Jim