Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (65975)	7/18/1999 9:52:00 PM
From: Ali Chen	Read Replies (2) \| Respond to of 1573135

engel, <"nice" article>: "A potentially bigger problem is the loss of Raza, who also served as AMD's chief technologist. Raza has been credited with solving some of AMD's longstanding manufacturing difficulties, and was a driving force in bringing the latest flagship product, the Athlon, to market." This reporter (and you as well) is clueless. How could Raza resolve any "manufacturing difficulty" if he came from a fabless company of theorists (Nexgen) and probably saw a fab only on executive tours? How can Raza be "a driving force" behind the K7 when he was a K6 "architect" and has nothing in common with Austin team? I would not be surprised if he even tried to delay the k7 project at the time of K6 euphoria... <the $26 billion giant struck a development deal for digital subscriber line products.> Isn't it too late to "struck a development deal"? Isn't AMD already in production of ADSL chips for an year by now? One more "inflection point" is missing at Intel or what?

To: Paul Engel who wrote (65975)	7/19/1999 12:55:00 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1573135

Thanks for the article, Paul. A few key quotes: However, Gwennap said the decision was preceded by conflict between Raza and his boss, Sanders. "He's had trouble fitting in there, and there have been a lot of conflicts between the two," he said. "Raza had trouble getting programs approved or budgets signed. If this happens too many times, a person can get tired of it." Guess this confirms that there was tension between Atiq Raza and Jerry "Ape Fetish" Sanders. Indeed, with its PC competitors in a dither, Intel's only worry is that it will look more and more like a microprocessor monopoly to government regulators. No problemo. According to the AMD hopeful, IF_AMD can execute well, Athlon should make Intel look much less like a so-called monopoly. And IF_AMD fails to execute, Jerry "Is Santa Clara Valhalla?" Sanders can once again fall back on his 800-lb. gorilla theories when he goes crying to the FTC, DOJ, and CNBC. Tenchusatsu

To: Paul Engel who wrote (65975)	7/19/1999 1:11:00 AM
From: Petz	Read Replies (1) \| Respond to of 1573135

Paul, re AMD inventories: The EETimes article you quoted had this lame thought in it... Even more ominously, AMD has some two million of its K6 chips left on the shelves, and may be forced into a fire sale to push them into the channel. Actually, these CPU's are valued at less than $10 each. The inventory number in the financial statements went up only by 20.5 million dollars, but there are two to three million additional CPU's in that inventory number. To the extent AMD sells these chips for more than $7 to $10, the excess will be pure profit. Petz