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

To: Buckwheat who wrote (82281)	12/7/1999 11:54:00 PM
From: Yougang Xiao	Respond to of 1578033

Buckwheat: <<Unlike Intel, AMD can't run the risk of suddenly pulling the plug on these guys and hacking them off. AMD needs these guys to build their current Slot A and future follow-on infrastructures.>> Very good point and most likely the real reason for AMD sticking with K6x for the moment. Good to see your posts here. Compare with 10 months ago, what is your confidence level in AMD stock? Roughly, same, 10%, 30% or more percentage increase? I am interested in your comments given your insightful comments 10 months ago.

To: Buckwheat who wrote (82281)	12/8/1999 12:37:00 AM
From: Charles R	Respond to of 1578033

Buckwheat, <It wouldn't help AMD much right now to produce more CPUs than system boards that were available. So even if AMD could fill the desktop pipe with 5 or 6 million Athlons next quarter, most of them would be unsaleable because of board shortages. > I agree with the first part. Actually I stated that pretty clearly in my post. The second part I am not sure. If AMD puts its muscle behind just Athlon I fail to see why they cannot get the 5Mu number in Q1. To be sure, I am not saying they will - I am questioning why it would not be logistically feasible if they set their mind to it. <I suspect several system board makers are waiting for the newer VIA KX133 and similar chipsets to arrive before jumping on the bandwagon. Some are also probably waiting for the board specs to get a little less restrictive and for power requirements to lessen.> This is a valid reason especially on the high end. But assume K6 family is dumped and Athlon family takes over in Q1 across the entire product range (clearly a hypothetical situation based on where we stand today) do you think KX133 would be necessary for Athlon Select line? <You also have to remember that these board makers (that AMD is trying to win over) have millions of socket 7 boards in the pipeline. Unlike Intel, AMD can't run the risk of suddenly pulling the plug on these guys and hacking them off. AMD needs these guys to build their current Slot A and future follow-on infrastructures.> Yes, the plug cannot be pulled off suddenly but with planning even this should be a non issue. What I am saying is that phaseout will occur at some point in time; so instead of phasing out at sometime late 2000 or early 2001, the phaseout could occur in H1 2000. Chuck