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

To: Elmer who wrote (95367)	2/27/2000 2:50:00 PM
From: hmaly	Read Replies (1) \| Respond to of 1573812

Elmer Re...<<<<<<<<<<<<<<<<I said no such thing and I meant no such thing. Too bad you spent all that time typing>>>> Elmer if you didn't say it or mean it why did it copy onto our screens when I copied and pasted mess. 95334. I will again copy and paste mess. 95334. If you look at the start of sentence 6 you will see " A flood of coppermine" I did not change your post in any way. When you say <<<"A "flood of coppermines" means the supply is no longer capacity constrained and Athlon will no longer enjoy a marketplace where their competition can't supply the demand (whatever that number is) and customers turn to Athlon not because it is their first choice but because it is their only choice. >>> Gee Elmer I looked up flood in my dictionary and it says "Flood 1) An overflowing of water on an area normally dry; inundation; deluge." Nowhere in that definition does it say anything close to " no longer capacity constrained " The dictionary defines flood as an "overflowing; inundation or deluge" I said...<<<<Re: "By holding a fab in reserve, how in the hell is that hurting Intel you idiot?">>>> Elmer you replied<<<< You obviously didn't understand the point. When you start insulting it's time for the conversation to stop. EP >>>>> Elmer what point didn't I understand. How does "holding a fab in reserve" currently hurt Intel. This fab will only hurt Intel if AMD starts using said fab IMO. However maybe I am the idiot so please clue me in how Dresden hurts Intel when it isn't in production. How could this possibly be a fiendish scheme by Jerry to discombobulate Intel. If you come up with a good reason why an "unused" Dresden is hurting Intel more than AMD then feel free to call me a idiot. Otherwise, if the shoe fits wear it. As for producing flash, what is the difference if AMD produces flash in Dresden or Austin. Why would one be more profitable than the other; and how could that possibly affect Intel? Note to every one on this board. I have recopied and repasted Elmers message no 95328. Read it and see exactly what Elmer said. I stand by my words; I do not need weasel words to try to explain what I said later. <<<<<<<<<<<<<<<<<<<<<<<<<<<<>>>>>>>>>>>>>>>>>>>>>>>>>>>> To: hmaly who wrote (95328) From: Elmer Saturday, February 26, 2000 9:40 PM ET Reply # of 95382 hmaly, I guess you missed my point. I'll try it from another angle. AMD has an unused fab which they are holding in reserve to do battle with Intel in the microprocessor arena. They will do whatever is necessary to harm Intel including sell at a deep loss. Sustained profitability has never been the goal of AMD's management despite this window of opportunity that could make it possible. If Jerry were replaced or given a lobotomy perhaps AMD could wake up to the fact that the world is desperate for Flash while Athlons are pilling up in AMD warehouses. A flood of CuMines are headed this way and as a concerned AMD investor I think it is in our best interest to go where the sustained profits are. Make Athlons at Fab25 to meet the limited demand and use Fab30 to make the Flash the world is more hungry for. Sustained profitability is the key to share price appreciation. EP