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

To: kash johal who wrote (109163)	5/3/2000 1:42:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1579144

<It will likely have no short term impact as all the analysts and investors are focussed on the stock price and earnings but strategically this is a major problem.> Bingo! This kind of execution ain't getting AMD to 30% market share by the end of 2001. P.S.: There is a short term earnings impact but that is insignificant compared what is lost on a long term basis.

To: kash johal who wrote (109163)	5/3/2000 2:11:00 AM
From: Joe NYC	Read Replies (3) \| Respond to of 1579144

Kash I agree the hot rail miscue is pretty disastrous. Although it would be nice to have a 4 to 8 way chipset, theoretically speaking, practically, this whip would not go anywhere. I think it would be a little over-optimistic that Athlon, Thunderbird or Mustang will ever go to servers with over 2 processors. There are about 2 or 3 market segments that AMD has to penetrate to gain enough credibility to go into > 2 way servers: Mainstream business computers, High end / workstations, with potentially dual processor, and low end / mainstream servers (single or dual). Right now, AMD has pretty much 0 market share in these segments. It will take time to penetrate these segments. At this point, if you told me that in May 2001 AMD will have 30% of single or dual servers, I would consider it a huge success. In my opinion, Hot Rail's chance of making money on Athlon class chipsets in > 2 way configuration is pretty much zero. Where the opportunity will be is with Sledgehammer, which will be completely new core, requiring new chipsets. This is where AMD has a chance. This is why I would be curious if AMD has any team working on a > 2 way chipset internally. Joe