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

To: Scumbria who wrote (52206)	3/9/1999 8:48:00 PM
From: Yousef	Read Replies (3) \| Respond to of 1572209

Scumbria, Re: "I believe that AMD has been executing incredibly well across the board, for the past 12 months." Scumbria, where do you come up with this "stuff" ?? Make It So, Yousef

To: Scumbria who wrote (52206)	3/9/1999 8:54:00 PM
From: kash johal	Respond to of 1572209

Scumbria, Re:" We will never see eye to eye on this. I believe that AMD has been executing incredibly well across the board, for the past 12 months." You are looking at everything as an engineer and more specifically a design engineer. I agree with you on the design engineering. The k6-2, the K-3 and the K-7 have come out in a reasonably competitive way. Management knew about the production weaknessess ala the 0.35 micron fiasco and should have planned/executed better IMHO. Frankly if anybody had confidence that customers will be able to get 600Mhz K7's in high volume for the $400-500 range the stock price would be 2-4x what it is right now despite the current problems. I certainly have my doubts if they have a conservative production plan in place for the K7. I suspect they have a few runs built and expect to "learn" their way into manufacturing large die. One quarter later they will try to "learn" their way into a new "0.18 Cu" process at a brand new Dresden Fab. Nuff said. Kash