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

To: Jim McMannis who wrote (28237)2/1/1998 9:52:00 PM
From: Yousef  Read Replies (1) | Respond to of 1572643
 
Jim,

Re: "Yes but where is the net gain for AMD ..."

Yes, I agree ... When the supply is fixed (due to yield problems), it
doesn't matter if you have Tier 1, 2 or 3 customers. Also with the
price of the K6 "plummeting", profits will be much lower as AMD must
ship a $20 dollar bill with each K6 ... I'm sure they will "make it up
with volume" !!

Make It So,
Yousef



To: Jim McMannis who wrote (28237)2/2/1998 12:47:00 AM
From: Bill Jackson  Respond to of 1572643
 
I suspect CPQ whipped them down on price, and they sell dice to IBM at minimal margins. Radio Shack will use fewer at a higher margin, and a diversified client base is a plus as well. So I see it as positive.

Bill


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