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To: Jeff Fox who wrote (45688)1/15/1998 4:20:00 PM
From: Barry Grossman  Respond to of 186894
 
Jeff,

I liked it when Jerry called this their "high risk strategy."

Barry



To: Jeff Fox who wrote (45688)1/15/1998 4:29:00 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Jeff, re: AMD?????

You have to wonder what Compaq is thinking. If AMD has problems filling orders for K6, how fast could they convert their new models to Intel chips?

Glad I haven't been reading the AMD thread lately, must be pretty grim over there.

John



To: Jeff Fox who wrote (45688)1/15/1998 4:39:00 PM
From: Dale J.  Read Replies (1) | Respond to of 186894
 
Jeff,

Thanks for the notes on AMD. When was this conf. call.
I surprised it didn't move INTC up a few pts. Dale



To: Jeff Fox who wrote (45688)1/15/1998 6:14:00 PM
From: VICTORIA GATE, MD  Read Replies (2) | Respond to of 186894
 
Jeff Fox

re: AMD - "the brink of going under."

To: VICTORIA GATE, MD (43197 )
From: VICTORIA GATE, MD Sunday, Dec 28 1997 4:43PM EST
Reply # of 45704

ALL

Advanced Micro Devices Inc (AMD)
will out of business by the end of Q3 1998 .

Dec 28 1997

vg



To: Jeff Fox who wrote (45688)1/15/1998 7:39:00 PM
From: Mohan Marette  Respond to of 186894
 
AMD calls the plumber.
<For Q1, plan to "steal" wafer starts to <<roto-router>> the .25
process in Fab 25..>

Jeff, Thanks a lot for the update on AMD. It looks like finally AMD
broke down and called the plumber,eh?



To: Jeff Fox who wrote (45688)1/15/1998 9:08:00 PM
From: Starowl  Read Replies (1) | Respond to of 186894
 
Jeff: re: "Hey, even I can run a company [AMD] like this!"

But how would you pay your chauffeur?

Starowl



To: Jeff Fox who wrote (45688)1/16/1998 7:59:00 AM
From: scott  Read Replies (1) | Respond to of 186894
 
I think we have seen all the design wins for amd. Compaq small win for them will be their last notable win for 98. They simply can't support any others. By the time yields improve Intel will be just that much further ahead. IMO

Intels main challenge will be to grow the market.
Scott