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

To: Scumbria who wrote (50124)	2/19/1999 3:59:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1580155

Scumbria, >Re: AMD has been doing a phenomenal job bringing product to market. >I'm baffled every time I read a remark like that. First of all I think that clearly AMD has executed very poorly. The K5 design,process, and productions speeds was a disaster. The K6 process,speeds, and production speeds was a disaster. The K6-2 speeds has been a disaster- the 400Mhz snafu is the latest. The k-3 design has been a disaster due to it's lateness (6 months and counting). By any stretch of measurement the company has failed to execute consistently in design, manufacturing and marketing of competitive processors. You keep bitching about the fact that Intel has a wide price spread over it's processors. Well that's good marketing isn't it? You keep bitching about the fact that Intel is not being innovative about it's new procesors. Well, I agree with you. But Intel investors should be complaining and bitching about it shouldn't they? As AMD investors we should be cheering for the fact that Intel is only at 500Mhz now and will only be at 550 Mhz by Q2 99. At least they are giving us another chance!!! The K-3 is an important launch for AMD and yet there is no confirmation from their marketing guys-not a squeak. In fact their performance is so poor that most folks expect them to delay the announcement. And even if they do announce - most expect real production to hit in Q2. And when they do ship production in Q2 most expect that production to yield 400's and not many 450's. This poor record of execution is clear and INCONTREVERTIBLE. I am still in AMD as I expect them to get something right. Maybe the k-3. Maybe the k-7. Hell maybe 0.18 with Cu by year end from Dresden. If they can get one home run we should do well with the stock. In the worst case they fumble everything and the stock will probably be where it is today. So please stop the whining about Intel being the cause of all of AMD's problems. Frankly they have shot themselves in the foot repeatedly. Hopefully the bullets are running out soon. Regards, Kash Enuff said.