Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (41040)	11/7/1998 11:50:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1570520

Scumbria - Re: " I don't get it. Why would production ready parts that could command a significantly higher ASP be withheld? " Oh that's simple. Jerry Sanders refuses to deploy devices that are superior to Intel's. He wants to insure that AMD never exceeds Intel's performance specs. Thus, he is having his engineers, marketing and sales people "sit" on these advanced processors, production worthy (so says McMannis, Hint, Hint, Winky, Winky ), while Intel plays technological catch up. Sanders has been known to always defer technology advances to Intel so as not to exert any marketing advantages in AMD's favor. Jerry would not want the limelight to shine all over himself and AMD should he really deliver these superior production ready parts way ahead of schedule. Paul

To: Scumbria who wrote (41040)	11/7/1998 11:52:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1570520

Scumbria, RE:"I don't get it. Why would production ready parts that could command a significantly higher ASP be withheld? It makes no sense. The end of Q1 is almost 5 months away. Who knows what Intel pricing will be at that time? The only explanation that makes any sense is that there are unresolved technical issues. If production worthy masks were available, they would be cranking out parts by the millions." ----- The K7 chipset, the mobo makers need more time. The K6-2 is basically sold out for the quarter. AMD will milk the profits and intro the K6-3 in the fullness of time.

To: Scumbria who wrote (41040)	11/8/1998 12:32:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 1570520

SCumbria, Production parts might be withheld if there simply aren't enough of them. AMD has to be careful NOT TO PISS OFF OEM'S again. AFter the K5, K6 fiasco they NEED to ensure they have sufficient volumes of parts PRIOR to introducing it. Otherwise they give up everything they have worked for. COme on Scumbria, stop thinking like a technical guy and think like a business guy. It doesn't have to be a technical problem at all, it's called a consumer relations problem if they are released too early. Steve