Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: AK2004 who wrote (9843)	9/22/2000 3:15:19 PM
From: boris_a	Read Replies (2) of 275872

Remember Tad LaFountain?: Message 13471910 "In the meantime, the central question (IMO) remains: why did a company (INTC) with $20B+ of cash and securities that has been talking for quite some time about a market that it expected to grow to 100MM servers connected to 1B PCs fail to invest in property, plant and equipment in 1998-99 (net PP&E only grew 10% from 4Q97-4Q99)? How did the planning process go so astray? How did the "equipment reuse" effort/panacea really become such a central feature of the company's investment process? One conclusion is inescapable - gross margins are so high right now due to artificially low depreciation reflecting under-investment in plant and equipment. My guess is that when this episode is all over, case studies will be written. I'd love to know what went on. Heck, I'd like to know what's being done now to reverse the momentum slide. And the investment stuff is all about the momentum, so pointing out Intel's various superlatives (of which there are many) is really irrelevant." I (Boris) believe Q4 is going to be the most exciting Q we've ever seen in this industry. Boris

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