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

To: Charles R who wrote (108722)5/1/2000 12:07:00 AM
From: tejek  Read Replies (1) | Respond to of 1574706
 
<what do you mean "not being done as aggressively"? >

AMD's opportunity with Athlon is fleeting - in the sense that barring major breakdown at Intel it will be a *very* long a time before AMD has the kind of advantage it does today. And, without compelling product advantage it is much tougher to gain market share

Chuck,

I don't diagree with you that this is an opportunity of which AMD needs to take full advantage. But how do you know that AMD is not ramping up as fast as they can?

You made a qualitative judgment...is it based on information to which you are privy, or is a gut reaction based on your experience?

ted



To: Charles R who wrote (108722)5/1/2000 2:47:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 1574706
 
Chuck,

Build massive amount of product, as much as the fabs permit, hold it at die bank to keep the inventory costs low

This may be a stupid question, but what is a die bank?

PS: I agree that AMD should get out of K6 business as soon as possible and go to all Athlon. Every chip going to non-Athlon infrastructure is a chip that is not strenghtening Athlon platform. The future of AMD depends on the strength of Athlon platform.

Joe


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