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To: steve harris who wrote (100123)3/1/2000 8:46:00 PM
From: Gordon Hodgson  Read Replies (2) | Respond to of 186894
 
steve, at least amd will be releasing a LER next month. The Lack of Earnings Report they are so adept at. Good luck all.

Gordon



To: steve harris who wrote (100123)3/1/2000 8:55:00 PM
From: Elmer  Respond to of 186894
 
Re: "I trust AMD's management decisions and future plans."

I see you haven't been following AMD for very long.

Re: "FAB30 will be online soon enough"

Where have I heard that before? 3 1/2 years isn't long enough for you already?

Re: "Are your ideas for what AMD should do different?"

Perhaps a little. First off I think Dresden is offline because they can't get their Cu process up and running to production standards, nothing more. The lack of demand for Athlons doesn't help any but considering Fab25 is not at full capacity and Fab30 is offline I guess it doesn't hurt either. As I have said before, the world wants Flash and AMD has an idle Fab. I see a match here. Too bad AMD management doesn't.

EP