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

To: Kevin K. Spurway who wrote (41366)11/12/1998 6:51:00 PM
From: Tenchusatsu  Respond to of 1571715
 
<You're missing the one element of the business equation that AMD doesn't have yet--clock speed.>

Two elements: Clock speed and production capacity. After all, no business is going to order tons of AMD K6-2 400 MHz workstations if AMD can't (or isn't willing to) produce enough 400 MHz parts to meet all the orders.

Tenchusatsu



To: Kevin K. Spurway who wrote (41366)11/12/1998 6:57:00 PM
From: Badger  Respond to of 1571715
 
OK. That's your take, that AMD doesn't the clock speed yet, and that's holding them back, I'll buy it. It's probably true.

I just don't think that AMD has the service and reliability part down yet, either, and I think that's critical to businesses, more so than CPU speed. If I'm wrong and reliability and compatibility are no longer issues for AMD, then AMD stock should do quite well.

Time - and the market - will tell.

Badger.


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