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

To: Scot who wrote (97638)	3/9/2000 3:25:00 PM
From: tejek	Read Replies (2) \| Respond to of 1570840

Scot And it will take time (if ever) for the street to love the stock. Look at the article in "The Street" yesterday on insider selling. Yes, Cramer is a weenie...but AMD is not a bluechip, nor is it an unproven tech stock. In other words, it still has a "reputation." RE thestreet.com, that article on insider trading is just them doing their journalistic stuff and I do not think it reflects a prejudice. Cramer is a different story...he is biased; however what's interesting is that his articles in support of Intel have been increasing as well as his negative references to AMD. I think he is getting very paranoid. I think if AMD pulls off a good Q1, the shift in sentiment that I feel has been building this quarter will go into full effect. As much as old reps die hard, the Street loves a turnaround company that is for real. My thoughts on the X-Box are: 1) Needs developer support to be successful, 2) May be too late to compete with PSX2, 3) What $$ concessions did AMD make to get in the Box, 4) How difficult to port/develop titles, 5) What is royalty scheme, and 6) If successful, how will this affect overall pc sales? To me the X-Box is more about reputation and future positioning than revenue...I expect AMD will get a few $s per chip and in addition will increase utilization of its fabs (an important issue). However its level of credibility will increase dramatically; it may improve its chances of getting MSFT's support for Sledgehammer (really critical IMO in getting good corp. sales for this chip); and it may help drive a wedge in WinTel....three very major wins, I think!! And I bet this console will be out by Xmas, 2000 and not 2001. MSFT is in a state of transition...they are anxious to move into new fields....they are reinventing much like CSCO and Intel. There will be a very big push to get this out asap...I bet they are hoping to get it out by this fall. It will be tough but MSFT is big with lots of resources. ted