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

To: Jean M. Gauthier who wrote (29605)	3/6/1998 12:13:00 PM
From: Ali Chen	Read Replies (1) \| Respond to of 1586995

<Whats has AMD done that is so great ??> <AMD is a mess, a badly run mess at that.> <They could not manufacture it in quantity, and their yields were exhibiting incredible incompetence. Just my opinion,> Remember your other "opinion": Message 3304688 "INTC will clean their clocks.... again... and that's too bad... I just lost $ 4000 USD over this AMD crap." Did you loose more shorting AMD recently? How your position in INTC is doing? Go away, loser.

To: Jean M. Gauthier who wrote (29605)	3/6/1998 1:10:00 PM
From: Petz	Respond to of 1586995

Setting the record straight on what AMD promised for the K6 biz.yahoo.com From a press release from May 19,1997. Emphasis and {comments} added. SAN JOSE, Calif.--(BUSINESS WIRE)--May 19, 1997--Advanced Micro Devices Inc. (NYSE:AMD) said Saturday that it is ramping up production enabling the company to manufacture and sell ''millions'' of its new K6 chips by the end of calendar 1997. Analysts have predicted AMD could sell up to 5 million of its K6 chips before year end. AMD Investor Relations Manager Toni Beckham wouldn't confirm the analysts' projections except to say it would likely be in the millions. ''That could mean 2 million. That could mean 5 million. I'm not saying,'' she said. {actual quantity for 1997 was 3 million} The prediction about clock speeds was 6 months early: AMD expects to ship 266MHz chips in the third quarter and 300MHz chips by the fourth quarter. Here's the big miscalculation: Also, Beckham said AMD doesn't expect Intel to materially cut prices on the new Pentium II and Pro chips. ''For every dollar we lose if Intel cuts pricing by a dollar, Intel loses $9. It's not in their best interests to do that,'' Beckham said. Granted, many of the AMD bulls on this thread accepted 4-5 million as "in the bag." A ramp to 1.5 million units in the 4th quarter is still a remarkable achievement, and would be equivalent to Intel shipping 15 million Pentium II's in the fourth quarter, which it didn't. Petz