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Politics : Formerly About Advanced Micro Devices

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To: milo_morai who wrote (114409)6/5/2000 4:17:00 PM
From: Alighieri  Read Replies (2) of 1577167
 
CNBC and Jerry

Milo,

I don't recall Jerry talking about the 36% increase in semi sales this morning. His interview was rather disappointing.
My chip is better than Intel's chip basically.

Not a word about Dresden opening, which IMHO is a bigger story. Mitigating circumstances, Mark Haynes did send him off on a tangent with a Rambus question that Jerry fielded well, leaving no time for Dresden....still, he should have hit Dresden right out of the gate. CNBC audience would have understood Dresden opening and added capacity much better than cache on die story. In fact, as I see it, AMD has not hyped Dresden well at all today.

Al
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