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

To: kash johal who wrote (97624)3/9/2000 12:56:00 PM
From: Pravin Kamdar  Read Replies (2) | Respond to of 1570880
 
Kash,

The official announcement should be a good endorsement for AMD. Maybe it will give AMD a better pop than I am currently thinking (what do I know? I sold NVDA two days ago!). As for the analysts, it seems like many of them are driven by their own agendas.

I'm still worried about Tbird and Spitfire L2 cache yield problems. I'll feel a lot better when we pass than hurdle.

Pravin.



To: kash johal who wrote (97624)3/9/2000 1:12:00 PM
From: SteveC  Read Replies (1) | Respond to of 1570880
 
"MSFT may even agree to take a certain portion of dresden ie dresden partner."

I could also see MSFT making an investment in AMD, particularly if AMD's profit margin on the X-Box is going to be low. Why should AMD bear all the risk of ramping up for a product that may or may not succeed? A $150-250 million investment from MSFT might completely change the risk factors for AMD, and would be chicken feed for MSFT.


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