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

To: Charles R who wrote (108693)	4/30/2000 10:35:00 PM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 1575385

Charles: Re: AMD again has a similar chance to pickup highend market share by cutting K6 production and moving production more aggressively to K7s and enabling high volume slotted and socketed infrastructure. This is not being done as aggressively as this should be done. Don't get me wrong. AMD will do phenomenally even with these mis-steps but the lack of killer instinct at AMD central bugs me once in a while. Yes, this would have really helped AMD, but only in hindsight can we say this. AMD couldn't have predicted the shortage of P3's and other Intel problems, nor the unseasonably strong CPU demand during H1'00. Considering the soft H1 everyone was predicting, I think they ramped fairly agressively. Sam

To: Charles R who wrote (108693)	4/30/2000 11:00:00 PM
From: milo_morai	Read Replies (1) \| Respond to of 1575385

Charles I think the killer Instinct is coming online with FAB 30.. I don't think AMD wanted to pull a INTC by not having product. Milo

To: Charles R who wrote (108693)	4/30/2000 11:14:00 PM
From: tejek	Read Replies (1) \| Respond to of 1575385

AMD again has a similar chance to pickup highend market share by cutting K6 production and moving production more aggressively to K7s and enabling high volume slotted and socketed infrastructure. This is not being done as aggressively as this should be done. Chuck, I don't necessarily disagree with you but what do you mean "not being done as aggressively"? ted

To: Charles R who wrote (108693)	5/1/2000 2:26:00 AM
From: Petz	Read Replies (3) \| Respond to of 1575385

Chuck, re:<AMD again has a similar chance to pickup highend market share by cutting K6 production and moving production more aggressively to K7s and enabling high volume slotted and socketed infrastructure. This is not being done as aggressively as this should be done.> You just don't get it. People are not used to paying $1.5K for computers with AMD chips in them. Businesses are not used to buying computers with AMD chips in them at all. Both of these need one thing to change: *TIME* I can live with 50% per quarter, can you? (The 100% jump Q2 to Q3 is only 50% high-end and 50% K6-replacement.) Petz