Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: dale_laroy who wrote (37926)	4/30/2001 7:23:15 PM
From: jcholewa	Read Replies (2) of 275872

> Analysts were much more negative than this. AMD bet the farm on the combination of Athlon and Fab30. > Had either one met major obstacles, AMD would have been in deep dudu. I don't think FAB30 was that necessary for AMD's survival. AMD started profiting pretty nicely before FAB30 became operational, even though they were pouring tons of cash into its development at the time. If a pit had opened and FAB30 was sent straight into the Earth's molten core last June, AMD would have still posted a reasonable yearly profit instead of the sequentially record breaking quarters they saw with Dresden. Now, their future from this point would start to look hazy, since they would not have the speed crown as they do in our reality. But they would not have been so much in deep "dudu", as you call it, six months ago. Er, except that the stock price would be around $5 right now.     -JC

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