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


To: ajbrenner who wrote (51793)3/7/1999 1:51:00 PM
From: Yougang Xiao  Respond to of 1572630
 
AJ: <<[AMD's] business has three components: the product development side, which has done a great job of keeping up with Intel's technology, the sales side, which has always been strong, and the manufacturing side, which is so-so," he said. On the last point, some analysts now believe that AMD may have finally conquered its production demons with its latest offering, the K6-3.>>
cbs.marketwatch.com

Very good summary of AMD! Now, let's hope that the recent price increase of k6-2 400 part in DIY markets does not contradict the belief that the production woe is finally OVER!



To: ajbrenner who wrote (51793)3/7/1999 8:06:00 PM
From: Mani1  Read Replies (1) | Respond to of 1572630
 
ajbrenner RE << Great CBSMarketWatch Story for AMD longs>>

You are right, definitly a very positive spin on the subject. I really liked the the two points about manufacturing improvements and book to bill staying above unity.

Does anyone know if BTB is revenue based or unit based? I would assume it is revenue, but appreciate it if some one could clarify.

Mani