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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Rick Jones who wrote (70479)	8/31/1999 3:03:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1574071

Rick, <AMD doesn't have any of these safety nets for K7, their stated intent is ASAP ramp to millions units/qtr - it either all works all at once(CPU and chipset/motherboard ramp)or...> Good post but I think the case is overstated. Nonetheless, your post explains why the stock is trading at where it is today. In other words, stuff like motherboard problems that we see are normal growing pains. This is a minor irritant, the key for AMD is not to have any major disasters. Chuck

To: Rick Jones who wrote (70479)	8/31/1999 5:39:00 PM
From: Ali Chen	Read Replies (1) \| Respond to of 1574071

<Do I get a gold star or should I go stand in the corner Master?> Do you always expect extremes? How about something in between the star and corner? Something like "good boy, but only when sitting quiet"? A couple of points you missed: <The difference is that Intel usually ...> The difference is that AMD is not in the same category as Intel yet, therefore all your sentiments are largely irrelevant. <They seem to manage their way through their own messes..> Yep, it is easy to manage having a luxury of monopolistic prices in 60% of PC market - no rocket science here. <..with low inventory levels and increasing profits.> I have no idea about their inventory, but the latter is questionable. After quarterly stock buy-back of around $1.5B, the remaining profit falls down to miserable $200M, or real gross margins are below 3%. Must be very exciting for a leader and its shareholders! <Merced will be a whole new ballgame, but Intel seems to have control over the initial infrastructure for Merced> Didn't you know that control and dictatorship is no good for dynamics of free market? There is a difference again: Intel continues to play monopolistic hand while AMD seeks industry cooperation. Once the cooperation is on tracks, it is unstoppable. <AMD doesn't have any of these safety nets for K7, their stated intent is ASAP ramp to millions units/qtr - it either all works all at once(CPU and chipset/motherboard ramp)or...> All at once? Incidentally I do not recollect any recalls from ASUS, Gigabyte, Biostar, BCM ....who else? (Not talking about AMD native board called "Fester B3"). The guys at MSI apparently wanted to be the first to the market. However, there is a saying: "hurried acting makes you a laughing-stock". That's it. Now feel free to grade your work yourself.