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

To: Scumbria who wrote (54095)	4/3/1999 3:52:00 PM
From: Paul Engel	Respond to of 1572145

scum bria - Re: " Desperation." Profits - lot's of PROFITS. Paul

To: Scumbria who wrote (54095)	4/3/1999 5:30:00 PM
From: Process Boy	Respond to of 1572145

This was posted on the Intel thread yesterday. I find this pertinent to the AMD "news" today. I added the bold italics. PB Scumbria - You are probably right that K6-III (the hilariously self-conscious copying the name of you know what) is comparable in performance to the Pentium III. (Although there could be some argument about whether that will still be true on higher end applications tuned for the P-III instructions.) But I think that AMD is having serious problems producing high (or any) volumes of high MHz K6-III, judging by the newspaper adds and store inventory that I see. And I believe to get to the higher end, AMD has had to chew into design margins pretty hard by boosting voltages to interesting levels. Boy that's what I want to buy - parts that are at (or beyond) the very edge of a manufacturers capability. No six sigma manufacturing for me. Give me that old .5 sigma so I can get to 30% yields (which I believe would be quite high for the higher MHz AMD parts). Reality is that people will see little difference between a 350 MHz anything and a 400 MHz anything. But that is of almost no consequence. What is of consequence is that AMD has a history (about which we disagree) of screwing up - either speed bins, any yield at all, being real late with products. And even that wouldn't matter if they weren't bleeding money. To some degree that doesn't give investors a warm feeling. And that degree has been pretty strong lately. To be thrilled about AMDs past strikes me as odd. To be hopeful about AMD's future means you have to assume they have abandoned there error-prone ways. I don't yet see any reason to do that and you apparently either don't care about the past or disagree that the past has been a problem. I see a company that's betting the ranch on someone else's copper process. With a new core processor. I see a long shot and it sounds like you see a sure thing. Check out todays Dilbert on the advantages of embracing risk. With luck, AMD might pull through the narrow corridor they must navigate. They certainly haven't made it easy for themselves. But maybe they have the same attitude I think you do - that everything is going real fine. By the way, why do you think they put off their financial announcement for the quarter?