Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (58159)	5/14/1999 4:19:00 PM
From: RDM	Respond to of 1571233

Rob DiGiacomo Dead at 33 CSN May 17 KryoTech co-founder and chief market-ing officer Rob DiGiacomo died in his sleep in a New York hotel room of some sort of still-unidentified coronary incident the night of April 29-30. He had been out at a celebration dinner with colleagues following KryoTech's victory demonstration at the AMD shareholders' meeting that day. The three-year-old South Carolina start-up had chilled AMD's glory chip, the promised K7, to the Holy Grail of 1GHz and was regaling the crowd with its plans to productize the thing by year-end, beating mighty Intel to the fabled clock speed. Before starting KryoTech, which began as an Intel-NCR development project then spun out, DiGiacomo spent nine years at NCR, ending up as assis-tant vice-president of enterprise servers. He launched the WorldMark server line. He was 33-years-old, slim, in good shape and had played football for Princeton, where he went to school. He leaves behind a wife of the same age and three children under the age of six or seven. KryoTech, still stunned, has yet to name a replacement. When you work with a guy on stories , and Rob and I worked on one togeth-er his last day you take the measure of his character. Rob DiGiacomo was straight, dependable and fine and I, for one, will miss him. MOG

To: kash johal who wrote (58159)	5/14/1999 4:21:00 PM
From: RDM	Read Replies (1) \| Respond to of 1571233

AMD and IBM team up. CSN May 17 The Microprocessor Report suggests that if AMD and IBM team up on the K7 as they're supposed to be talking about then IBM could offer a Socket 370 version of the chip.

To: kash johal who wrote (58159)	5/14/1999 4:32:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1571233

Kash, Breakeven revenue is a function of ASPs and margins. The $830M break-even number quotes assumes a $79 ASP and some %GM (I do not remember the number from the conf call but I think it was 30%+). Given AMDs legal troubles, I would guess that the $830 number is sandbagged. I would wager a small amount that AMD would break-even several 10s of million dollars below the quoted $830M number assuming ASPs stay at or above $79. But, we would not be able to verify the break-even point unless AMD is very close to break-even or, better yet, posts a profit. Regardless, I do not believe most analysts give little attention to losses (profits) or the break-even point - any significant movement of the stock will depend on the status of K7. From what I gather they are ahead of schedule on K7 and the launch is likely before the first week of June. Good Luck (AMD investors need this given AMDs track record), Chuck