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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (53092)3/21/1999 4:06:00 PM
From: Kevin K. Spurway  Read Replies (1) of 1583555
 
Re: "Not surprisingly you make no mention of profits, but you don't need to now do you? Profits would only matter to shareholders. As long as AMD can hurt Intel the business plan is working."

It's pretty clear that your gripe comes from the fact that AMD IS hurting Intel.

AMD didn't hurt Intel with the K5. AMD didn't make any profits.
AMD did hurt Intel with the K6. AMD didn't make any profits.
Will AMD fill in the rest of the pattern with the K7?

I don't care about the last 15 years of AMD's chart. That's ancient history. And as most of us are aware, the value of a company isn't based on history--it's based on expectations of future profits. That's why these internet stocks have huge valuations even though they run in the red--it's not exactly an uncommon phenomenon.

I can't figure out why so many people take AMD so personally. It's just a company. Just a stock.

Re: "However if this company beloned to the shareholders, the sign of a successful CEO would be one who makes decisions based on enhancing shareholder value."

I don't believe that you've made any kind of convincing argument that AMD would have been better off if the CPU business had been dropped. As I pointed out earlier, the market doesn't reward low growth, low margin, commodity businesses with high valuations.

Kevin
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