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

To: Mani1 who wrote (109371)	5/4/2000 5:36:00 PM
From: kash johal	Read Replies (6) \| Respond to of 1578632

Mani, re: Chipset risk. I think the risk is indeed in the chipset/MB side. Even if AMD has hiccups in the Fab side they will still blow away the numbers that WS is expecting. However a major flub on chip/sets/mbs could be painfull. Both AMD and Intel have underestimated the difficulties. Just look how Intel has flubbed theirs - its a comedy of erors. Unfortunately AMD's chipset future is in VIA's hands. Remember their northbidge originally didn't work for Athlon. Remember that they had lotsa problems with AGP4x support. Remember their kx133 performance was sub-irongate performance(with super bypass enabled.) And now the Kx133 is severly delayed ans still only available in limited volumes. If their aren't large volumes of socketed MBs coming soon for Spitfire we will likely miss quarter. We are already 50% of way thru quarter by end of next week. Dunno about you but everything isn't rosy like some would have you believe. regards, Kash And now we have

To: Mani1 who wrote (109371)	5/4/2000 6:05:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1578632

Mani RE: "Am I being a fool for assuming that there is not a whole lot of risk associated with the ramp of this chipset?" Depends. Motley fool or normal fool? ;) There IS risk since it is VIA... As Kash said, AMD may have started producing more 750 chipsets since the 760 isn't ready yet. That would make the OEMs' life easier. "if there is no problem in the chipset/MB front I look for $3 in EPS in Q3!" Even if AMD didn't have any transition problems I would say $3 is too optimistic for Q3.

To: Mani1 who wrote (109371)	5/4/2000 6:44:00 PM
From: Petz	Read Replies (2) \| Respond to of 1578632

Mani &thread, Anyone know if the TBirds that come out in June will be 266 MHz bus (133 DDR) or 200 MHz bus. I assume that the KZ133 chipset is enabled for 133 MHz DDR CPU bus, because even the KX133 was supposed to do 133 MHz FSB. But what about the AMD 760 chipset? To me it would make sense for all TBirds to use 133 MHz bus except that putting them on an AMD 750-based board will severely underclock them. All the variations of MHz that Intel has give me a headache. (At 600 - "E", "B" "EB" and soon Celeron II) Petz

To: Mani1 who wrote (109371)	5/5/2000 9:29:00 AM
From: Charles R	Respond to of 1578632

Mani, <Am I being a fool for assuming that there is not a whole lot of risk associated with the ramp of this chipset? > Clearly you are aware of the risk. The "whole lot" part is very subjective. In my experience, the best way to not delude oneself is to quantify these risks and plug them into a spreadsheet for quarterly results and find out what is the range of results. Then it is easy to find a level of earnings that suits personal risk profile and see if the stock is over or undervalued based on that. Chuck