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

To: Fred Fahmy who wrote (64844)	7/12/1999 12:35:00 PM
From: Ali Chen	Respond to of 1584581

Fred, <Since marketing strategy and determining what is and isn't a good investment seems to be above your head, I wouldn't expect my analysis to help you at all.> Since you apparently is unable to isolate and assess (aka analyze) technical, marketing, and investment issues (which have very little relation to the first two), your analysis seems to be useful to one thing - to wipe an ass. <I'm sure you have all the clues.> No, I have only some. You apparently have much less. <"Are these chips non-functional or what?" I'm sure they function just fine> So, you do agree that AMD can manufacture working chips in large quantities? Where is your "manufacturing problems"? I'd like to hear a straight answer from you, not squirming like the following: <the[y] just have[n't] much demand....that's why they are inventory instead of in PC's.> I guess I don't need to tell you that the demand is a function of supply and price. AMD and Cyrix have created the sub-$1000 market and happily have expanded into it. Then the 800-pound Gorilla came in and sit down on the top. Apparently AMD can't lower prices anymore to stimulate more demand and counter the subsidized Celeron sales. Do you suggest to market the "new" K6-3 as "same low price as before but now with 30% more baking soda"? (ouch I meant business performance:) <My point is that it is very likely (not a certainty) that K7 will experience major manufacturing problems like all the prior K's.> And what would be your concern here if AMD is, as you say, non-visible in the market, cache-bleeding, without any R&D resources, etc, etc? What you are afraid of posting your lectures on marketing?