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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (115026)6/8/2000 6:08:00 PM
From: minnow68  Read Replies (1) of 1572338
 
Ted,

You wrote "It seems lately that almost any negative or critical comments wrt AMD is met with almost derision"

I saw more disappointment on this forum about T-bird than anyplace else in the world.

And I believe you are correct to worry. The current positives of AMD are nothing short of stunning, but nothing in investing is a sure thing. My own personal worry list used to be:

1) Will Dresden work?
This has been knocked off.

2) Will T-bird have acceptable performance and will motherboards be available.
This seems to be knocked off also.

3) Will Willy have a small die size? My thinking is that a huge die will allow AMD to have a Mustang with a huge cache with the same production cost.
This seems to have been knocked off.

So I'm looking for a new list of things to worry about. From your posts, we could start this list with:

1) Will Y2001 earnings be lower than Y2000 earnings.

2) Slowdown of semiconductor sector.

I'll add:

3) Possible blowout performance by Willy.

Mike
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