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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (25025)	10/7/1998 8:58:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

GM, On this one I have to agree with the analysts. If AMD can't mint money now, forget it going forward. '99 will be INTC's biggest year ever in terms of rollouts. I have a link somewhere. AMD is faced with becoming an also-ran, as if we didn't know this years ago<GGG> Message 5779115 Brian

To: Gottfried who wrote (25025)	10/7/1998 9:16:00 PM
From: Big Bucks	Respond to of 70976

GM, This is the first time in quite a while that AMD is looking promising. As for yields, they could fix the issue tomorrow or next month and then get 90% yields going forward. Ashok's analysis has no merit, IMO. I'm thinking of building another computer with a 400MHZ K6-2 but might decide to wait for the K-7, depending on its' announced capabilities. I have no loyalty to INTEL even though I have had several "high priced" computers with their processors. COST EFFECTIVENESS/VALUE is KING and will be the deciding factor of many manufacturers, going forward, trying to squeeze margins out of the very competitive and less lucrative consumer computer market. I think the loser will be INTC in the long run. Reasons: Too big, too expensive, high overhead, declining margins, losing market share, Asia, Europe, South American markets. The winner, Microsoft!! Just my opinion, BB

To: Gottfried who wrote (25025)	10/8/1998 2:00:00 PM
From: BelowTheCrowd	Read Replies (3) \| Respond to of 70976

GM, AMD has definitely been having yield problems with the K6-2. Unfortunately, many of the process problems manifest themselves in the form of intermittent failures which may not be caught before shipment. As a result, the field failure rates on K6-2 are significantly higher than on other microprocessors. Supposedly the problem has been fixed, and new product they are shipping will be OK. But it doesn't say much for their quality control. Bottom line is that manufacturing was never AMD's strength and it still isn't. That's a killer problem in an increasingly high-volume and lower margin business. mg