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

To: James Yu who wrote (25301)	10/24/1997 9:16:00 PM
From: Elmer	Read Replies (3) \| Respond to of 1575047

<Intel will produce next generation CPUs in 2000 and I believe AMD will produe K7s at minimum speed of 500 MHz before 1999. From now on,Intel dosen't have any new technology edge to lead CPUs until 2000. What will happen to CPUs' market in three years? > James, I am all in favor of AMD investors being fully informed, but you have taken 1 look at a picture and decided you know how the cpu market will unfold over the next 3 years! A reality check is in order. This is not intended as a putdown, but rather a realistic evaluation. What is AMD's track record? The K5 was late, full of problems and not competative. The K6 was late and full of problems that have yet to be fixed. It is not competative with Intel's P6 generation. AMD process technology is at least 1 generation behind Intel's and money is scarce for R&D. AMD just suffered a major setback involving a patent dispute and the flash market seems to be a problem for everyone. Witness Intel's earnings "disappointment" due solely to weakness in flash. Despite all this, AMD flips a few foils showing a picture of a dummy package with K7 printed on it and you are convinced victory is finally in AMD's hands. Get a grip, this is simply more of the BS AMD has been shoveling for years now. Cusotmers aren't buying foils and AMD is having real problems producing anything else. If AMD investors are ever to realize a significant return on their investments, AMD must stop trying to fight the holy war aginst the evil empire and do what cyrix is doing. Seek a low cost solution. EP