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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Salasidis who wrote (50999)	8/13/2001 11:31:13 PM
From: milo_morai	Respond to of 275872

Mixed bag of nuts. I don't think AMD makes much revenue from these chips. I'm more interested in this comment "they plan to re-tool the production line that currently produces 486, 586 and K6 CPU chips. AMD needs to use their Fab 25 facility to produce a different line of products and will stop production on these CPU chips on June 28, 2002. "

To: Robert Salasidis who wrote (50999)	8/14/2001 12:45:13 AM
From: wanna_bmw	Respond to of 275872

Robert, I have noticed in the past that there exist many levels of customers that resent change, and prefer to keep their current infrastructure. It becomes more and more difficult to cater to these companies, and I eventually expect major CPU manufacturers like AMD or Intel to be firm about their EOL schedules. Of course, if AMD does not have an equal or better alternative to offer, they would be making a big mistake. I don't know if AMD has an embedded version of their K7 generation, but such a design would certainly be prudent for them to launch before June 2002. wanna_bmw