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


To: tejek who wrote (74389)10/7/1999 12:47:00 AM
From: Yougang Xiao  Read Replies (4) | Respond to of 1572724
 
Ted: <<Was there enough good news for you?>>

The CC at least for the time being eliminate my concerns on AMD's operational front - production is the least issue to worry; money will come in through comm group sales and Moto deal (thank God it's still on), though there are a couple of issues that are bordering between sandbagging and potential red flags, i.e. 750 in Q1 00, 1 Ghz by end of 00 and Athlon from Fab 30 starting revenue contribution in q2,00.

My concern is now on AMD's corporate focus - more processor centric. Is this a good strategy? I want hear your guys out on this issue.

Greg Nus, can you elaborate more on your thinking re focus more on flash and cpu?