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


To: Cirruslvr who wrote (84585)1/1/2000 7:07:00 PM
From: Cirruslvr  Respond to of 1572372
 
I wrote this post a year ago. It might help show why this wasn't a good financial year for AMD.

"AMD in 1999 -
A little baseball analogy here.

For this to be a very good year, AMD will have to hit for the cycle.

Single
New Tier 1 OEM - AMD will be racking up sales with this

Double
Timely release of the K6-3 - ASPs will be benefited most with this

Homerun (the most exciting one)
Release of K7 - It will be a shot heard around the world

Triple (the hardest one to attain)
Successful start-up of Dresden AND smooth transition to the .18 process in Austin."

Message 7065484

Got a single or two, but one of them stopped using AMD processors. The double went foul. Got halfway to third. And the Homerun WAS a shot heard around the world. Unfortunately, batting 500 doesn't cut it in the real world.

What do you guys think is needed this year? Here are a few possibilities:

*New Tier 1 OEMs
*Tier 1 OEMs using Athlons in their business PCs
*No Dresden screw-ups
*Successful ramp-up of Thunderbird and Spitfire by mid-year
*Successful ramp-up of Mustang before 2001
*Continued success with Flash
*Timely and volume introduction of socket platform
*Timely introduction of a multi-processor platform

I am probably forgetting a few things or you may not agree with something so please respond.



To: Cirruslvr who wrote (84585)1/1/2000 9:53:00 PM
From: Mani1  Read Replies (1) | Respond to of 1572372
 
Cirruslvr Re <<Does that make me useless???>>

Oh not at all. Just "wait" for the Q3 and Q4 "earnings" "warnings" which "will" "come" <ggg>. Also K7 will "debute" at 300 MHz <ggg>. Then AMD will be in "single" "digits" and of course you will "cover" then <ggg>. No "worries" <ggg>.

Mani