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

To: Petz who wrote (108781)	5/1/2000 2:36:00 AM
From: Mani1	Respond to of 1575429

John re <<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>> Yes! AMD is proving itself on the manufacturing and technical side and the design wins have been coming. AMD already has a SKU win with IBM in the business side which should be formally announced pretty soon. DELL could also come as consumer warm up to AMD's name as a quality product instead of just in expensive product. Anyone expecting much more than what is now happening is not being realistic. Mani

To: Petz who wrote (108781)	5/1/2000 3:25:00 AM
From: Joe NYC	Respond to of 1575429

Petz, People are not used to paying $1.5K for computers with AMD chips in them. To me, the biggest obstacle to much faster ramp has been the Slot packaging of Athlon. It involves more production steps to get the cartridge out and costs more because of the need for external L2. Speaking hypothetically, if these problems did not exist, AMD could have been selling extra million or 2 Athlons in 500 to 600 MHz range for $100 to $150 to compete with Celeron and low end Pentium III. Joe

To: Petz who wrote (108781)	5/1/2000 11:19:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1575429

Petz, <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> Jeez, thanks for teaching me how this industry works. <I can live with 50% per quarter, can you? > What has you being able to live with 50% per quarter got anything to do with this? I am sure there are people out there who can live with far less - so what? Can you put forth a rational explanation of why it makes sense for AMD to be sold out of product or being short of motherboards when a huge fab is sitting nearly idle and when AMD's competitor does not have a product that can compete with Athlon? Looking forward to it. Chuck