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To: ed who wrote (38698)11/2/1997 2:11:00 PM
From: Jim McMannis  Respond to of 186894
 
Yes,
Let's be realistic about AMD. The last chip they came up with was the K5 and that was late and basically a failure. The K6 was a Nexgen design, AMD basically had to buy that technology, now they have yield problems. I don't think AMD has the capability to design a good K7 chip and get it to yield in any amount of time...
They might make some money before the K6 plays out but after the K6...they are in deep doo doo.
Jim



To: ed who wrote (38698)11/2/1997 2:12:00 PM
From: Richard L. Williams  Read Replies (3) | Respond to of 186894
 
My personal guess is that we may say bye bye to AMD in 1998 .

Maybe, maybe not...think of all the other firms that have risen from the ashes when people were writing them off, and you will see a long line, Chrysler and USAir foremost in my mind.

But the fat lady may be clearing her throat in AMD's case if they don't get it in gear.




To: ed who wrote (38698)11/3/1997 12:06:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Ed - Re: "My personal guess is that we may say bye bye to
AMD in 1998 . "

I doubt that. They are "close enough" to hang on. There will always be a small lot of "Intel Haters" willing to buy their chips. This may be enough to keep them marginally profitable - maybe even more so, if they can resolve their fab problems in a reasonable time frame.

After all, thet even got IBM to buy K6 wafers from them.

Paul