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

To: Jim McMannis who wrote (94810)	2/23/2000 4:33:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1570579

Re: "how do you know Dresden isn't ramping some flash there now? Also, in view of worldwide chip demand, it seems Dresden will be making "something" and lots of it so I doubt the FAB will go to waste like you are hoping." On the contrary I hope AMD continues to prosper because I am now a shareholder and I am an investor first and a partisan second. I hope you're right and they are making some flash. Sustained profits Jim... Sustained profits... EP

To: Jim McMannis who wrote (94810)	2/23/2000 5:30:00 PM
From: tejek	Respond to of 1570579

As least we partially agree. AMD should be building in some fail safe mechanisms such as more flash capacity while the coffers are full... I don't know what else....but they should be looking forward... Jim, actually I think AMD is but in incremental steps as opposed to large leaps. I am surprised at the number of different areas into which they have their fingers...stuff like easyPC. Whether its successful or not....I like the idea and the attitude behind it. I also don't get these attempts that companies make to radically change aspects of their business..ie Intel getting into webhosting or if CSCO were to get into enterprise software. I think you pick a goal and direction that is not a radical departure from the core business and then make incremental steps towards that goal. That's what I see CSCO doing and doing very successfully. JMHO. ted