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

To: Scumbria who wrote (66328)	7/21/1999 3:00:00 PM
From: Saturn V	Read Replies (2) \| Respond to of 1591208

Ref-<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. > Unfortunately in the Royal Court of AMD, Reza was the only one with the guts to say "THE EMPEROR HAS NO CLOTHES"

To: Scumbria who wrote (66328)	7/21/1999 3:14:00 PM
From: kapkan4u	Read Replies (5) \| Respond to of 1591208

<If so, it sounds like it was time for him to go.> Scumbria, I am surprised that you think that Raza was right in pushing to sell FAB30. I would like to hear some more discussion on this. I would like to hear more from Scumbria, Chuck, Kash, Steve, Petz, Kevin and other thoughtful contributors to this thread. Kap.

To: Scumbria who wrote (66328)	7/21/1999 8:58:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1591208

SCUMbria - Re: "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." Good point. The last thing AMD needs is a President that knows how to run a business. Paul

To: Scumbria who wrote (66328)	7/22/1999 1:07:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1591208

Scumbria, <it sounds like it was time for him to go.> I believe the key is in the last paragraph: "Athlon will be a very successful product," Raza said, "But it is not an automatic that you go in and replace existing products quickly." It sounds like there were some dispute on how conduct the transition. Since Raza is the K6-men, I think he pushed for more K6 to start, but Sanders seems to be pushing K7 to full capacity. I think Sanders is right because K6 is exhausted and will be easily undercut by Intel in frequency, with apparent results in even lower ASP.