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Technology Stocks : AMD: A thread for real AMD investors not nit-picking twits
AMD 237.62-7.2%3:59 PM EST
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To: nihil who wrote (11)11/7/1998 9:09:00 AM
From: Brian Hutcheson   of 254
 
Nihil , that is the kind of constructive comment that is of benefit
However I believe that you have left a few important pieces out of your assessment .
1. AMD has been in this business a long time and even though has lagged Intel in design was able to make a very good profit in '92-'93
2. Having a large amount of assets does not automatically translate into the best products e.g. IBM and Motorola's attempt to break into the cpu market with the Power PC .
3. AMD now has the best CPU design team.
4. AMD has gained the retail market share that it set out to obtain.
5. AMD's production increase was excellent last quarter and will continue .
6. The new products K6-2 400 and notebook will along with greater volume produce excellent profits IMO .
7. The K6-3 and K7 will start to show AMD's design superiority and increase that profitability next year .(again IMHO).
8. AMD products are the best sellers in retail , showing that Intel's marketing clout is not as great a factor as believed
9 Last but NOT least the PC industry (with the exception of Dell)
does not appreciate having Intel in a monopoly position and will support AMD products .
In conclusion AMD has $680 M in cash is profitable as of Q3 ,
has FAB 25 ramping up at a very fast rate with FAB 30 ready to roll very soon and also has the product K7 to produce .
Brian
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