Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joey Smith who wrote (27612)	1/4/1998 2:26:00 PM
From: Yousef	Read Replies (1) \| Respond to of 1571755

Joey, Re: "They had a shot with K6-laptop but they seem to be missing the boat (again). Agree??" AMD truly had a shot with the original introduction of the 233mhz K6 back on April 2nd. AMD couldn't provide the 233mhz K6 in volume ... the rest is history (quarterly losses ...). At .25um, AMD has slipped introduction and performance of CPU's in the process will be behind Intel by about 2 speed bins. AMD is now in a worse position now than they were last April ... IF AMD announces a notebook K6, it will be at a lower voltage (than 2.2V) and at lower performance (200mhz - 233mhz). By the time they get a notebook win, the prices and margins will be much less than they are now ... Again a dollar short and a day late!! IF there is not a major Tier 1 announcement for an AMD K6 notebook in January (to offset all the 266mhz Intel mobile products), then AMD will be destined to lose money again in Q1 and Q2!! Make It So, Yousef