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

To: Scumbria who wrote (52215)	3/9/1999 9:48:00 PM
From: Helen Oliver	Read Replies (1) \| Respond to of 1572354

Yeah, too bad they can't produce the chips or they would be a decent company. Helen

To: Scumbria who wrote (52215)	3/9/1999 9:51:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1572354

Scumbria, I agree with you. AMD has done great. Intel would be the first one to admit it. As good as it has been, it could have been better if they could deliver all the product you mentioned in volume according to their plan. With more experience AMD should be able to improve their manufacturing and plan better. Remember Intel is late all the time with their products but they will not go into full scale manufacturing until they are ready. Manufacturing blunders are very costly. It is costly to AMD, and it is costly to you and me. :-) AMD is not achieving its own goals, and that is costing dearly. I rather see samller revenue growth with profit. "PHENOMENAL"? No IMO. Very impressive however. Of course this is just an opinion. Regards Mani

To: Scumbria who wrote (52215)	3/9/1999 9:57:00 PM
From: Yousef	Respond to of 1572354

Scumbria, Re: "In the past year AMD has:" 1. Doubled the clock speed of the K-6 product line. This has resulted in "manufacturing problems" both pre-Xmas and post-Xmas. 2. Added 3D-Now to K6-2. Nobody seems to care !!! 3. Introduced a new core (K6-2 CXT.) Again, "manufacturing problems" ... Can't seem to yield high speed parts. 4. Added an L2 cache (K6-3.) Good move ... Following Intel's lead. <ggg> 5. Brought up the highest performance x86 processor at 600 MHz (K7) Just "foils" at this point. <ggg> Is this the "quality engineering" that you keep mentioning ?? Make It So, Yousef

To: Scumbria who wrote (52215)	3/10/1999 2:36:00 AM
From: Paul Engel	Respond to of 1572354

SCUMbria - Re: "In the past year AMD has: 5. Produced 2 quarterly losses and 2 meaningless profits. 6. Preannounced upcoming SIGNIFICANT losses 7. Announced impending layoffs and shutdowns. 8. Bought a new Mercedes Limousine for Cherry Sanders 9. Jacked Up the Voltage on the K6-2 and K63 to get parts that "appear" to be competitive with Intel. 10. Sold their Headquarters 11. Promised Gross Margins improving to 40% one day and two weeks later announced impending losses. 12. Bought a new Mercedes Limousine for Cherry Sanders 13. Canceled 6 analyst meetings. Paul