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

To: Joe NYC who wrote (75245)	3/21/2002 11:47:40 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: but convincing these guys to go along is not a question of life and death for AMD. Yeah, but it is life or death for Intel. Without the margins they make on that small percentage of parts that they get to sell for big bucks, Intel is in for big trouble. If AMD gets enough of a foothold in the server space to make Intel drop its prices to something less outrageous than $800 for a chip that costs $50 to make, Intel won't be able to cover huge losses from its "other" businesses. No wonder why we're getting such hysterical posts about hammer from the Intel "truth" squads.

To: Joe NYC who wrote (75245)	3/21/2002 11:55:10 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

Tier 1 server guys may need more persuasion, and it is still a long shot, IMO, that AMD will end up in Tier 1 OEM line-ups. If anybody needs the level of persuasion you are referring to, it is these guys, but convincing these guys to go along is not a question of life and death for AMD. With virtually no major OEMs selling AMD systems, if they are only going to retain their current customers they will just keep losing money like they are doing now. You can't fund R&D while you're losing money. Even with a great design you haven't addressed the manufacturing side. A product is the marriage of a design and a manufacturing infrastructure. That manufacturing system doesn't give the appearance of running smoothly and it has yet to meet it's greatest challenges. There is good circumstantial evidence to suggest there are yield problems at .18u and the long delays introducing conventional .13u products are not the signs that give you confidence that AMD will be able to flip the switch and crank out SOI with 9 metal layers. To ignore these risks as this thread has is naive and for me to point them out is not unreasonable. EP