Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: charles moore who wrote (902)	7/22/1996 1:59:00 PM
From: Jack L. Dlugach	of 1583985

Charles: There are two stories on AMD today: agreement with Intel, Fujitsu, and Sharp for new flash standards, and a story on a new shelf registration for $400M. In addition, note that the company has 135M shares out, up from 104M at the end of '95. The financials still haven't been updated since April so can't tell how the cash position and debt are. April cash was over $400M and current debt appears to be over $200M. Right about the AMD reputation: because they don't seem to know the value of an advertising dollar, the company's products are sort of "generic" which is a shame because AMD does have a number of leading edge products and has a #1 market share in some segments. Even on this thread, some people don't realize that AMD makes more than just the cpu's and flash. Seems like somebody at the company should consider taking 10% or so of the cash and hiring an ad agency to get the word out. One thing is pretty clear: this company's board sure doesn't care about the stockholders and that's another pretty big mistake they're making.

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