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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (94805)2/23/2000 4:05:00 PM
From: Elmer  Read Replies (2) of 1570290
 
re: "The biggest problem with AMDs stock price is that it competes with a Gorilla (Intel). If AMD got out of the chip business the stock would probably go up, no joke. As it is now the street still sees AMD having to fight a crusade uphill all the way. AMD should take some of it's new found money and strengthen other areas that perceptually don't compete head to head with Intels process technology and capacity. The street would drive the stock to the sky."

Others have been saying this for years and they got trashed for it. If AMD did the smart thing they would convert Dresden over to Flash pronto. They are dropping Athlon prices to dump excess inventory. Intel has now got it's act together and a huge wave of CuMines is descending on the marketplace. Dresden is a white elephant. The only thing that keeps them from doing the smart thing is Jerry. How could he blow our money fighting Intel if all he cared about was long term profits?
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