Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.74

+0.3%

Jan 28 3:59 PM EST

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To: Joe NYC who wrote (38955)	5/10/2001 5:56:57 PM
From: fyodor_	Read Replies (2) of 275872

Joe: So if Paly has SSE, the decision to keep it secret (after say November 2000) has a net negative effect for the company Ahhh, but that depends on how you look at it. Is "the company" the short-medium term share value? Or is it the really long term value? If AMD announcing SSE and SSE2 support would make Intel move up its plans - or even just make new ones for the longer term - AMD might be right in keeping it to itself. However, I basically agree with you - I'm just trying to convey how I think Jerry's line of reasoning goes: Share valuation isn't really a priority with him - as long as he can do what's best for the company (in his mind), AMD's market cap will reflect that at some point. Personally, I think odds are good that Intel know exactly what Palomino has to offer and in that case it really is just AMD investors who are being held in the dark. -fyo

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