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

To: Cirruslvr who wrote (60233)	6/2/1999 2:53:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1571031

Cringe - Re: "You know AMD has a history of announcing but not supplying, so who is to say things will be different this time, as the quote suggests." Touche' ! Re: "So far, things are looking good for the K7, assuming performance is significantly better than FS's benchmarks." Just WHAT do you think is looking good? Re: "The way I see it, what could really screw AMD up is the transition to .18 at Austin and the ramp-up at Dresden" Maybe. We'll know in a few months. Paul

To: Cirruslvr who wrote (60233)	6/2/1999 5:29:00 PM
From: Tony Viola	Respond to of 1571031

Cirrus, The way I see it, what could really screw AMD up is the transition to .18 at Austin and the ramp-up at Dresden. That's all? Piece of cake? Tony

To: Cirruslvr who wrote (60233)	6/3/1999 12:43:00 AM
From: Yousef	Respond to of 1571031

Cirruslvr, Re: "You know AMD has a history of announcing but not supplying ..." That's a good point, Cringe ... Remember, AMD did this very recently with the K6-3 450mhz part. Re: "The way I see it, what could really screw AMD up is the transition to .18 at Austin and the ramp-up at Dresden." When was the last process that AMD didn't have a "screw up" ?? ... The ,35um process was a disaster in its transfer from Sunnyvale to Austin, then we all (especially Jimmy) remember the "successsful" ramp-up of the .25um process that resulted in 100+M$ losses for AMD. The .18um process will be a "financial" disaster as well. Make It So, Yousef