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

To: Elmer who wrote (95411)	2/27/2000 5:09:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1572776

Elmer, Jerry won't do this because enhancing shareholder value is not high on his priority list and Jerry calls the shots. Continuing his relentless vendetta against Intel is Jerry's motivation and until AMD shareholders throw the bum out there will be a restraint on AMD's shareprice potential. Sanders makes the company's goals quite clear. Investors such as yourself obviously believe that AMD has a competitive product and a shot at major earnings increases. It takes about 1 second to unload your AMD stock if you aren't satisfied. Please feel free to do so. Scumbria

To: Elmer who wrote (95411)	2/27/2000 6:36:00 PM
From: hmaly	Read Replies (1) \| Respond to of 1572776

Elmer Re.<<<That's why I think AMD should convert Fab30 to Flash because there is a market for that now. >>> Elmer why the sudden obsession with fab30 producing flash as opposed to fab25. To try to claim that it will be faster or cheaper for AMD to do that is hogwash. Why? In either case a fab will have to be set up to produce new Tbird copper chips. Dresden already has that capability now and will produce chips for sale from Dresden shortly. To tear out that equipment and move it and, people to operate it, to Austin, effectively clean the plant to avoid aluminum contamination, and move old equipment to Dresden to produce flash would be one hell of a time consuming prfocess. In addition,producing copper chips likely will require new process in the future which I doubt Austin will be able to handle as easily. Besides, there is a facility for a design team in Dresden and to give the designers good input on how to manufacture a chip should help in designing a manufacturable chip. As an Itellibe you seem to be as worried of Dresden and copper as Scumbia was of Willy. Oh I am sure AMD will do fine with copper just as I expect Intel will do fine with Willy. Baring any unknown disasters from either side, its likely to happen. <<<<<<Sustained profitability leads to enhanced shareholder value. Jerry won't do this because enhancing shareholder value is not high on his priority list and Jerry calls the shots. Continuing his relentless vendetta against Intel is Jerry's motivation and until AMD shareholders throw the bum out there will be a restraint on AMD's shareprice potential.>>>>> Why wouldn't Jerry want to enhance shareholder value. I am sure Jerry loves his stock options as much a Craig, and enhancing profits is a good way to get them. As a Intel fudder I am sure you want to get rid of Jerry, considering the way he seems to have bested Andy and Craig lately.

To: Elmer who wrote (95411)	2/27/2000 7:30:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1572776

Re: I think AMD should convert Fab30 to Flash because there is a market for that now.... FAB 30 is for GHZ+ processors. If the situation in Taiwan gets any worse, FAB 25 should be converted to chipset production. Things are getting ugly between mainland China and Taiwan. There is a movement in congress to restrict our trade with China, most likely starting with large tariffs. There is a movement in China to restrict our trade with Taiwan using ships, rockets, and bombs. The entire industry has become pretty dependant on China (not to mention Taiwan). Right now, case, keyboard, power supply, mouse, CD-ROM, floppy drive, many motherboards, and some of the parts that stuff the motherboards are sourced or assembled in China. These components and others like chipsets and motherboards come from Taiwan. What if the cost of the box w/o processor, disk, and memory goes from $150 to $750? The percentage of the box going to the processor would drop, resulting in less price sensitivity for CPUs, and there would be boxes only for a fraction of the current production. Anything slower than 1GHZ would be just about worthless in such a scenario. nyt.com Beijing has warned Washington that providing the destroyers could be "the straw that breaks the camel's back," said Rear Adm. Eric McVadon, retired, who was the United States defense and naval attach‚ in China from 1990 to 1992. "They have said they will react harshly if we do it," he said. "They have said they will not allow Taiwan to have them, and the concern is they will destroy it before it became operational. That then starts a conflict that could bring in the United States." The end of the 20th century was an almost idyllic time, with widespread economic growth, stable commodity prices, and few international conflicts. The 21st century has started out with a runup in oil prices, and we could have other negative surprises coming soon. Apprehensively, Dan

To: Elmer who wrote (95411)	2/27/2000 7:36:00 PM
From: Gopher Broke	Respond to of 1572776

Elmer, <<I think AMD should convert Fab30 to Flash>> You know how volatile memory prices are. Sure AMD should milk flash revenues while supply is relatively constrained, but flash will be just another commodity like SDRAM soon enough. <<Continuing his relentless vendetta against Intel is Jerry's motivation>> Jerry can use whatever he wants for motivation as long as his company keeps producing processors like the Athlon and marketing them so astutely. IMO AMD's control of processor pricing over the last few months has been as masterly as Intel's was in the old days.

To: Elmer who wrote (95411)	2/27/2000 10:18:00 PM
From: tejek	Respond to of 1572776

That's why I think AMD should convert Fab30 to Flash because there is a market for that now. Have you done an analysis to determine how long it will take to convert Fab 30 from copper to the production of flash and whether the flash market will still be strong when the conversion is completed? Further have you figured out how the conversion will impact AMD's new Chinese flash plant which is just coming online and will not be fully ramped until next year? I think it behooves you to do those kinds of studies before claiming to know whats best for AMD's future profitability. Sustained profitability leads to enhanced shareholder value. Jerry won't do this because enhancing shareholder value is not high on his priority list and Jerry calls the shots. Continuing his relentless vendetta against Intel is Jerry's motivation and until AMD shareholders throw the bum out there will be a restraint on AMD's shareprice potential.... AMD's Q4 results would seem to say otherwise. ted