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

To: xun who wrote (88791)	1/21/2000 4:17:00 PM
From: xun	Read Replies (1) \| Respond to of 1574002

From Yahoo board, "------ by: dew_diligence_2000 1/21/00 4:02 pm Msg: 101023 of 101025 Intel can't build Coppermines. AMD to the rescue. Now Intel can't build Flash. It will be AMD to the rescue once again. Hey Carlos, Who's the real CLOWN COMPANY NOW??? Repeat after me: Intel is a technology loser, not a leader. New York -- Motorola Inc.'s newly acquired General Instrument Corp. unit has had to recall at least 37,000 of its popular "DCT-2000" digital set-tops because of a defective component that made them inoperable, cable sources said. The boxes in question were shipped to cable operators in recent weeks, and they were manufactured in the fourth quarter of last year, Motorola senior vice president David Robinson has confirmed. GI has the identification numbers of the faulty boxes, and earlier this month it began notifying cable operators that had received them about the problem. The notice said the boxes "are not able to be fielded due to a performance issue with the Intel [Corp.] flash component" and, as a result, "they will not be able to properly receive code downloads." GI said the boxes had to come back for a "memory performance upgrade," one operator source said, reading from the notice. - 1/14/00 "------

To: xun who wrote (88791)	1/21/2000 7:51:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1574002

panic_mob, <WRT the interview with AMD CMO this afternoon,> I haven't heard this. Do you have the link? <he said AMD's margin WAS 30-35%. He expects margin 35-40% in Q1. Can somebody verify/confirm that? It makes sense to me considering drain of .25 wafers. Average cost of .18 Athlon should be much(?) lower than .25 Athlon.> I don't know if it "much" lower but should definitely be lower. AMD's (and Intel's) margins will go up this quarter partly because of the inventory replenishment issue. (they will be replacing older, more expensive inventory with cheaper inventory and also the inventory levels will go up giving somewhat of a boost to earnings in Q1) <When this week is over, AMD's fundamentals are as sound as ever.> To be sure they are better because some of the risk factors now appear to be more modest (ex: Dresden) Chuck