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

To: Petz who wrote (34095)	7/8/1998 6:52:00 PM
From: Steve Porter	Respond to of 1571153

Petz, Yeah the R&D growth had better be justified in the conference call or Jerry may have finally found the end of the line. I mean jeezeus they must have written off a TON of wafers as "in process development"... Steve

To: Petz who wrote (34095)	7/8/1998 7:33:00 PM
From: Diamond Jim	Respond to of 1571153

Petz, you once said "my favorite co. is AMD", is it still ? Disappointed you say, I guess it may not be your favorite co. anymore. jim

To: Petz who wrote (34095)	7/8/1998 7:59:00 PM
From: kash johal	Read Replies (4) \| Respond to of 1571153

I bet if you exclude R&D, G&A and other expenses they would show a great profit. Let us assume that the yield problem is "fixed" and AMD builds 5M K6's next quarter. What happens to AMD if they can only sell 3M of them? What happens if ASPs decline from $80-90 to $70-80 for the parts they do sell. IMHO with NSM and IDTI ramping up there will lots of capacity in Q3. The most optimistic projections I have seen show an 18-20 unit price ramp in Q3. Where are all these NSM/AMD/IDTI CPU's going to go? I think the low end x86 market will get worse before it gets better and AMD could easily see the loss increasing next quarter if they build em and can't sell em.