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

To: Burt Masnick who wrote (72820)	9/23/1999 10:05:00 AM
From: ajbrenner	Read Replies (2) \| Respond to of 1571985

Re:"There is also some buzz that AMD might preannounce" Burt, I'm sure that you recall that the last pre-announcement was on June 23, exactly 3 months ago. Any announcement of greater the expected loses (-.97) would be an absolute disaster. As for the board and Jerry their early retirement's would cause a bigger jump in the stock price than AMD announcing that they will ship million's of Athlons by year's end. ajb ajb

To: Burt Masnick who wrote (72820)	9/23/1999 10:16:00 AM
From: steve harris	Respond to of 1571985

More as the world turns... aceshardware.com "That's a fascinating tale woven by your "kind reader" concerning the inside scoop on Gateway/AMD. The truth is, if AMD was having these kinds of problems with other OEMs, it wouldn't be in business long. But since AMD has indeed been very successful with all other OEMs, the real question is whether Gateway has the same calibre of technical talent inside their organization that the other OEMs appear to have." No mystery to me, it was the increase in "soft money" from Intel as reported earlier. STAY TUNED! steve

To: Burt Masnick who wrote (72820)	9/23/1999 11:04:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1571985

Burt, <AMDs K6 line is a textbook business school disaster. Their management style is medieval. Their board gets awards for being in the five worst in the US (annually from Forbes, I think). Their executive staff has had periodic voluntary or forced swan dives from the building roof. The guy running their showcase Dresden plant is definitely hurled from the roof. Their June, er July, er August, er September launch of the Athlon is another textbook case of how not to launch a product.> Wow, AMD must really hurt you! And please, do not attempt to write any "textbooks" for business schools. With such a "many-sided" analysis they will be good only for school of fools. <Yes, it is a good design, but high speed ones are so rare that every sighting is reported on this thread like Big Foot or the Loch Ness monster. In other words, they are rare and often hard to confirm. In any case, there is no serious volume of them. Oh yeah.> As our buddy Paul said, if you would have an ounce of brain, you would find out that you already have answered your question yourself, just few lines above: <.. that AMD has sold 250,000 Athlons in Q3. I would guess that Intel sold 10,000,000 P3s in Q3. If (since both numbers are guesses) Intel sold 40 times as many P3s as AMD sold Athlons..> see result above... :) <If Intel is doing so badly, from whence come their almost $2 billion in profits for the next quarter.> You must be blind and deaf, Burt! These profits come from faulty formal accounting. This is known to everybody, it was published in Forbes magazine, and gets into analyst's footnotes. Last quarter the factual Intel's profits were only $200M, which is 3% of gross margins. It is like in food industry! Intel's cash has dropped by $2.064B in 98 fiscal year, and during the first half of 99 it already dropped by another $2.215B, so expect much more from stock buy-backs... <All any of us can do is look at the situation and place our bets based on our own take on the objective situation.> Your "objectivity" is a textbook example. <The Sanders song book of "This quarter was lousy, but the next one will be great" is gonna get played again in about 3 weeks. Even a corpse can begin to predict what his report will be like.> Ouch, are you having serious health problems lately? Do not worry, this thread will not miss much without your "objective analysis" and mockery about AMD "earning" predictions... <And, oh yeah, have a good day.> You too, I guess your savings with Intel could afford you a nice coffin...