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: Yougang Xiao who wrote (49063)	2/9/1999 2:26:00 PM
From: Tenchusatsu	Respond to of 1571834

<Without K6x, the revenues of Non-CPG group have long landed AMD into extinction!> It's debatable. Some argue that AMD shifted attention away from their non-CPG businesses in order to focus on the K6 and K7. Tenchusatsu

To: Yougang Xiao who wrote (49063)	2/9/1999 5:34:00 PM
From: RDM	Respond to of 1571834

<K6x saved AMD! That's the single most important legacy of K6x and most important business competitiveness K6x have achieved! > I agree with you. AMDs direction is their best opportunity considering their resources and market position. They have a good chance to be the Avis or Ford (#2) of the PC chip business. They may be the only contender for some time. I believe that there are two possible routes: A. 70,000,000 $40 chips per year (economy) B. 30,000,000 $110 chips per year (value) Neither is route is easy. Both will take time.