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

To: eplace who wrote (96963)	3/5/2000 8:44:00 PM
From: crazyoldman	Respond to of 1583414

Hello eplace, Re: Uh, what was the third? How about all three reasons I became an AMD long in summer of 1999? Here they are in order: 1. Something's right at AMD: How could little ole AMD have developed a processor of the Athlon's class? (Translation: Now AMD can now compete at the top, middle, and low end of the market as opposed to being stuck in the dust at the low end. ASPs were going to be heading up. Fab 30 state-of-the-art plant was nearly ready to produce.) 2. Something's wrong at nHel: Rambus and the industry's refusal to accept it meant nHels ability to control the industry had cracked. CopperLess floppermine release was being pushed out yet again originally on the roadmap for Spring '99, then Aug. '99, pushed to Oct. or November '99. Lack of floppermine indicated *inHel's lack of an immediate product with which to respond to Athlon. 3. AMD had made no significant movement on Wall Street. Wall Street was still under valuing AMD's stock based on celery shock and K6 production problems of early '99. I believed great potential existed with products of the Athlon's caliber. The low number of outstanding AMD shares chinched it. Kindest regards, CrazyMan