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

To: Yougang Xiao who wrote (74422)	10/7/1999 12:58:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1572776

Yougang - <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.> Charles R. is indicating 750 is a done deal this month. That would put 1GHz sometime in Q1 with that ramp rate. Anyway, note how no one at AMD is claiming that going to Copper/.18 is going to give a huge speed advantage. Any take on that? PB

To: Yougang Xiao who wrote (74422)	10/7/1999 1:09:00 AM
From: tejek	Read Replies (1) \| Respond to of 1572776

Yougang RE <<<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.>>> Like I said in another post, I believe that right now AMD's financial situation is too precarious and really its too small to try and diversify immediately. I am not to worried about it currently because I think that we are just at the beginning of this cpu cycle and that it should go for another 3 years. AMD is in the enviable position of having a great new chip and sufficient(excess fab space).....I think that is a great combination. With this new cycle starting, AMD is being given an opportunity to get to profitability. I think that is the paramount goal for now. I also like the fact that sanders is not willing to give up the part of the business having to do with telecom and networking chips....while only now are they starting to contribute revenues, I can see growing them into more substantive components of the company in the future. I realize this CC was not one normally you would want to hear from a company in which you hold shares; however, given where AMD was last quarter, it is definitely a reversal from that quarter and I believe AMD is now in turnaround. At the beginning of this quarter, there were only two true AMD believers: Scumbria and LaFountain......tomorrow after the bell, I hope there will be thousands more. ted

To: Yougang Xiao who wrote (74422)	10/7/1999 1:33:00 AM
From: Mani1	Respond to of 1572776

Yougang Re <<My concern is now on AMD's corporate focus - more processor centric. Is this a good strategy?>> I would say yes. AMD needs to focus its limited resource. Also I just don't think being so diversified is a good thing for any company. These days companies are continiously sticking to their niche market. GE's of the word are very rare. For AMD that niche is CPU and flash. I like the decision. Mani