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

To: Yougang Xiao who wrote (68636)	8/12/1999 4:06:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1573061

<GB: Look at the numbers, it's simple math. We have 15.5 percent of the worldwide market now with our Fab 25. Our Fab 30 in Dresden doubles our capacity. I think 30 percent is a little too conservative.> Looks like Gary Bixler (Mr. Athlon marketing) needs to go back to school and take math all over again. Going from 15.5% to 30% just by doubling the capacity assumes that the PC market isn't growing between now and 2001. Tenchusatsu

To: Yougang Xiao who wrote (68636)	8/12/1999 4:30:00 PM
From: tejek	Respond to of 1573061

Yougang I see two other major points as well. RE: <<Gary Bixler (GB): We'll prove it in the marketplace over a long time. We expect people to be skeptical......until we can demonstrate our ability to deliver Athlon on a regular basis in the right quantities.>> In my opinion spoken like it is a done deal; I suspect production is going very well. Almost everything I read lately points out that the K6 was a NexGen product and the K7 is an AMD product; therefore the manufacturing will be a lot less painful. RE: <<GB: No comment. Atiq was a very important part of the company and played a very important role in the development of Athlon. Our Athlon road map and development is continuing to go on and our performance has not been impacted by Atiq leaving. Everyone can be replaced.GB>> As good as Atiq was, I have always felt that AMD is not missing a step with him gone. It really feels like AMD has its act together on this one. Of course JMHO. Thanks for the post, Yougang. ted