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

To: Saturn V who wrote (66326)	7/21/1999 2:50:00 PM
From: Scumbria	Read Replies (4) \| Respond to of 1574004

Kumar said Raza wanted to sell the company's $1.9 billion new factory in Dresden, which is expected to begin production early next year. Sanders didn't. If so, it sounds like it was time for him to go. Scumbria

To: Saturn V who wrote (66326)	7/21/1999 3:01:00 PM
From: kapkan4u	Respond to of 1574004

<"Do you have anything more than your sincere believes to offer?" Well KapKan, here is official confirmation several days after my posting.> Good call on differences between Sanders and Raza. Although, the article you quote relies almost entirely on quotes from Kumar. I take everything that he says about AMD with a grain of salt. Kap.

To: Saturn V who wrote (66326)	7/21/1999 3:10:00 PM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1574004

Saturn V: <<MY SINCERE BELIEF WAS RIGHT ON THE MONEY>> You have two problems with your belief: 1. It is Kumar, not Raza, floated the Dresdon story. 2. You did not quote Raza's own words, Below. <<"I wouldn't characterize it quite that way," he said. Sanders and he "are not at cross-purposes in understanding that the company has to be able to operate at lower expense levels. You always have differences of opinion in managing a company. But I don't think that Jerry are I are at cross purposes.">> +++++++++++ Your belief on this one is not 100% believable, yet. Assuming you are right, which company (AMD and Intel) would have the most benefits if Dresdon is sold?

To: Saturn V who wrote (66326)	7/21/1999 3:11:00 PM
From: kash johal	Read Replies (4) \| Respond to of 1574004

Saturn, Re:" I stated "I sincerely believe that Raza quit because he wanted to downsize AMD's fabs to reduce AMD overheads, and cut AMD's break even revenue point. Sanders, the perennial optimist, could not consider it. He is a gambler and is betting the company and all the shareholders money, for his last roll of the dice. Raza was more pragmatic and wanted to keep AMD alive if the K-7 ramp does not meet Sanders wild dreams." Good call. AMDs breakeven has risen from $650M to $800M or so so far this year. And these idiots are not producing any more processors. The Dresden guy quits and now we hear that ATiq wanted to sell off dresden. Clearly something is very wrong at the company and its expenses and remember that Dresden is not on the P/L yet - that will add another 100M/qtr to breakeven. They have not had the foresight to design and have manufactured AMD chipsets/MB's for the K6's and have been price leveraged. They have now screwed up the Athlon introduction by not doing the same for the K7 to ensure high availability. Jerry needs to get his head out of his ass and start shipping some product knowing that Intel will attempt to cut him off at the knees. It looks to me that even 2M Athlons at blended $250 ASP in Q2 2000 will not be enough for breakeven. regards, Kash