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

To: Aaron Cooperband who wrote (92905)	2/14/2000 12:35:00 AM
From: tejek	Read Replies (2) \| Respond to of 1574501

My comments were an effort to present a different view which is contradictory to the current euphoria. Depending on your approach, the current data can be interpreted to support either conclusion. Aaron, frankly given the quality and the quantity of good, AMD news for the past 3 mos., I find it a bit of a stretch to come to the conclusion you suggest. However, for the sake of objectivity, its always good to hear all the possible viewpoints in any argument. For an example, my current viewpoint is that Intel has yet to extricate itself from the series of snafus it set off about a year ago and that it may take Intel much longer than any Intel long would ever want. Here it is midway thru Q1 and there is still an Intel chip shortage in spite of Intel bringing all of its quite formidable resources to bear and AMD working feverishly to make up the gap. Makes you wonder how Intel will make consensus estimates this quarter. I suspect were I too present this viewpoint on the Intel thread, there would be howl heard all the way to Sunnyvale or Santa Clara....wherever Intel is based. The funny thing about the two viewpoints, yours and mine, is that probably mine is on target. ted

To: Aaron Cooperband who wrote (92905)	2/14/2000 1:43:00 AM
From: Petz	Read Replies (1) \| Respond to of 1574501

Aaron, re:<My comments were an effort to present a different view which is contradictory to the current euphoria. Depending on your approach, the current data can be interpreted to support either conclusion.> You showed nothing to prove that "the current data can be interpreted to support either conclusion." In fact, you stated that IF the additional sales of CPU's come out of inventory, this would NOT be good for PROFITS. I showed you that this is totally bogus. If additional sales come out of inventories rather than additional production, there is an automatic, built-in profit of $20 to >$100 from each CPU sold from inventory. It does not take any overtime, fab space, depreciation or R&D to sell a CPU from inventory. Petz