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

To: steve harris who wrote (86074)	1/9/2000 2:47:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573678

do you think AMD will repeat it's past or is it different this time? steve, I have no more knowledge of what AMD will do than PB, and maybe less since I didn't know that AMD even existed until 1999. But I will tell you what my gut tells me after listening to all the arguments re Sanders. First I think with the K5/6 either Sanders got bad info re them, or he wanted to believe that AMD could use them to pull off a coup....in some way he got sucked into supporting those chips. I say that because it is clear to me that after the Athlon, Sanders knows how to execute well. AMD has pretty much done all the right things for the past 8 mos and that is why, to a degree, Intel is flailing about right now. Sanders seems to have vision, talent and an ability to lead. As far as I can tell, Sanders Achilles heel (aside from his alleged fascination with Hollywood which truly belies his intelligence) is $ management. His margins have always sucked and in turn AMD's profits....part of that can be attributed to the competition with Intel but I believe most of it is him. So do I think AMD will repeat its past....I don't know but if you want to get a clue, then check out the financials for Q4. They should provide some insights as to whether reform at least financially is truly happening at AMD. At least that's what I believe. ted