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

To: greg nus who wrote (27207)	12/28/1997 4:03:00 PM
From: StockMan	Read Replies (1) \| Respond to of 1573891

Nus, Re -- AMD diversification makes it almost impossible for Intel to drive AMD out of business. AMD's revenues from flash memory is about half their total revenues. With the Koreans dumping flash below cost, AMD's revenues will be severly impacted. Also since k6-166 and k6-200 are no longer sold, anyone wonder what it will do to AMD's yields overall? If AMD had 1.5M K6's and 50% 233's, they only have .75M k6-233 that they can sell. BIG LOSSES AHEAD NUSANCE. Be prepared with your lawyers!! Stockman

To: greg nus who wrote (27207)	12/28/1997 4:54:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 1573891

greg, Intel doesn't want to drive AMD out of business..just hurt them enough so they don't have enough capital to mass produce and compete on the high-end. It is clear that Intel wont give up much in terms of mkt. share on mainstream desktops. The CPU market does seem to be segmenting, and AMD would be wise to focus on a certain segment..Sander's vision of being the "2nd supplier" just doesn't cut it and will be a money loser.. As far as CPQ machines, you notice how quiet they have been in terms of announcement. Why? You think maybe Compaq doesn't want people to know they're selling AMD machines.. Like it or not, Intel has HUGE BRAND EQUITY and AMD has absolutely none. One thing is for sure, CPQ wont piss Intel off too much because they're too dependent on them for other market segments. joey