Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (89258)	1/24/2000 6:08:00 PM
From: John Goldthorp	Read Replies (1) of 1572382

Paul, for the record, I think the paraphrased version of the reason for price declines in the stocks you mentioned is: CPQ Erhardt (sp?) was a bum after all, we're reorganizing. IBM Y2K is for real. (Latest excuse for <10% revenue growth) GWY Let's blame Intel. Nobody would believe us if we blamed AMD. (But let's not blame ourselves) DELL Let's blame Intel (gently.) HWP Wall Street is overestimating again. But wait until you get a look at our new cutsie CEO. All kidding aside, DELL is 13-14% off its highs, the others only recently recovering from recent drops. I think you may have a point w.r.t. IBM -- their PC business is directionless, and their AMD "strategy" lacks conviction and expression -- should be worrisome to AMD bulls. The $500 PC is not a good thing for these companies. On that, I'm sure we can both agree. Intel's wooing of E-Machines is interesting. Will there be a note on the balance sheet (reminiscent of Packard Bell) in the not-too-distant future? New tech companies don't seem to be worried about profitability, cash flow, and solvency. <G> Sort of like the "old" AMD. Regards, JG

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