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

To: Charles R who wrote (66430)	7/22/1999 1:46:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1575608

Thread, Check this out. eetimes.com Also, could you guys offer your take on PC200/266 vs. PC800? This may become important starting next Q if Intel supports PC800 at the highend and if AMD supports PC200/266 as the alternative. Chuck P.S.: Kash, taking even Tabrizi's numbers from the article above, your $300 pricing delta bewtween SDRAM and RDRAM for 256M seems pretty biased in RMBS's favor - at least for the time being

To: Charles R who wrote (66430)	7/22/1999 1:48:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1575608

Chuck - RE: "In the event of problems with K7 ramp (technical or sales), I would be surprised if Jerry has no backup plan to either a) fill the fab, or b) sell the fab" Atiq may not have left if there was a back up plan. "I just got off the ATML conf call a few minutes back and flash is booming with no end in sight with respect to growth." That is great news. Last Q, Jerry said flash would be up 10% and it was up about 31%. I believe they have projected the same thing this time. According to one of AMD's guys (not Jerry), flash demand is accelerating beyond supply ability and prices are going up. A 25% gain in AMD's memory group would be equivalent to selling an additional more than 700,000 K6-Xs at an ASP of $55. But I may be getting too optimistic with the 25% number... However much flash does go up, every dollar that can counterbalance AMD's current losses is helpful.