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

To: Burt Masnick who wrote (74671)	10/8/1999 5:06:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1573678

re: "Just my $.02" How coincidental! That is at least what I am looking for as the earnings in Q4. Please note that short of the Taiwan disaster, my loss guess might have been somewhat closer than it turned out to be. Regards, DARBES

To: Burt Masnick who wrote (74671)	10/9/1999 4:01:00 PM
From: Jim McMannis	Respond to of 1573678

Burt, RE:"You are certainly correct - they have to staunch the bleeding of capital and become profitable. And quickly. A Dresden hiccup. A mobo hiccup. A chip hiccup. A chipset hiccup. Any of these could be the proximate cause, in the next six months, of THE death spiral. Q1 of '00 has to be profitable or it's going to be game, set and match. Just my $.02." --- A process glitch seems to be the most damaging. OTOH, Unlike the K6s, the Athlon has a scalability advantage, an FPU advantage and from what I hear is yielding better than the K6 ever did. Certainly more cushion than the K6s. If there is a process problem and Intel can maintain a MHz advantage then AMD will have blown this major chance at gaining market share at the high end...since Intel shouldn't have much problem making Coppermines...although it remains to be seen how the CUmine yields with its 256k cache on die, at high speeds. Dixon was practice but it also peaked at 400Mhz didn't it? Jim Jim