Re: "<Ali, You haven't answered the question>
How can I answer the question if I have no idea about
actual accounting? I just reasonably suggested
that the accounting must be the same since all
we are living under the SEC..."
Ali, you were expert enough to accuse Intel of "cooking the books", now you're claiming ignorance of accounting. I suggest you've been ignorant of accounting all along.
Re: "Again how stupid. I am not accusing Intel of
anything _illegal_. I just barely point out
that closing your own eyes won't make it dark
for everyone... Since the rules are there,
everyone is reporting in accord to the rules.
However, the scale of compensation at Intel and
AMD are incommensurably different, so is the
corresponding deception of investors."
Ali, the value returned to shareholders is "incommensurably different" as well.
Re: "<More confirmation of the rumors running rampant
through the Valley that people are jumping ship
at AMD at an alarming rate.> First, where is your confirmation? Second you seem to be missing the fact that the K6 design has been
largely completed and completely debugged, so people have to be reassigned, eventually."
If the design is completed and completely debugged, why has the K6-3 been delayed? No one delays a completely debugged product. It's been pushed out to Q1'99 because of problems. So, because of schedule slips, the design team hasn't been able to transition on to new products but must stay behind and fix more bugs. Couple this with the designers deserting the K7 and you have a real crisis brewing. Depleted staff, and no reinforcements coming over from products which should have been handed off to manufacturing. Financial pressure and the lack of attractive stock options puts AMD at a major disadvantage in the job market. A recovery in the semi industry will mean even more salary/compensation pressure. A downward spiral that is already in motion. Expect more delays in the K7 despite Jerry's hype.
EP |
