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Politics : Formerly About Advanced Micro Devices

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To: hmaly who wrote (95328)2/26/2000 9:40:00 PM
From: Elmer  Read Replies (2) of 1573826
 
hmaly, I guess you missed my point. I'll try it from another angle. AMD has an unused fab which they are holding in reserve to do battle with Intel in the microprocessor arena. They will do whatever is necessary to harm Intel including sell at a deep loss. Sustained profitability has never been the goal of AMD's management despite this window of opportunity that could make it possible. If Jerry were replaced or given a lobotomy perhaps AMD could wake up to the fact that the world is desperate for Flash while Athlons are pilling up in AMD warehouses. A flood of CuMines are headed this way and as a concerned AMD investor I think it is in our best interest to go where the sustained profits are. Make Athlons at Fab25 to meet the limited demand and use Fab30 to make the Flash the world is more hungry for.

Sustained profitability is the key to share price appreciation.

EP
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