Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.51

+0.2%

12:02 PM EST

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To: that_crazy_doug who wrote (17112)	11/1/2000 5:11:50 PM
From: Epinephrine	Read Replies (2) of 275872

Doug, (yikes this came out way too long when I pasted it in, I am editing it to make it shorter) The last thing that I would want is for you to think that I am trying to pitch my lot in with hmaly on this topic. I genuinely appreciate your views and posts and respect your ability to honestly weigh the negatives of AMD's position without allowing your investment to tempt you to turn a blind eye to any AMD shortcomings. I do not think that in order to stay invested in AMD you must have absolute faith in their unerring godlike perfection as hmaly seems to contend. <lots of stuff edited out> ...As for Jerry, he sold K6's when K6 was clearly competitively inferior and insomuch as he was playing poker with a weak hand he sometimes had to bluff. I don't defend that but I understand it. Yet through it all and despite his very real shortcomings (and I agree he has been rude to analysts and it does hurt AMD) he has shown courage, tenacity, stoicism, resourcefullness and most of all vision. From what I understand he bought NexGen for what was considered to be much too large of a price and was seriously beat up by analysts for that, but it was K6 (derived from NexGen's design) that allowed AMD to survive until Athlon. He built a fab when AMD was starving for cash and everyone else was talking about overcapacity. And in that Fab he went to copper when Intel was saying that copper wasn't necessary yet. These are decisions that are very large contributors to AMD's success today and were made in a large part by Jerry sometimes in the face of heavy criticism. They enable the Athlon design to be productized and are just one example (I can think of more but this is already too long) of why Athlon is more than just Dirk Meyer and his (admittedly great) design. Jerry is not perfect but he is not perfectly flawed either. Epinephrine

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