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

To: Amy J who wrote (107177)	4/21/2000 9:31:00 AM
From: Scumbria	Respond to of 1573841

Amy, Hi. Do you think Paul is still working on his taxes? Regards, Scumbria

To: Amy J who wrote (107177)	4/21/2000 11:45:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1573841

AmyJ, <Sounds like you're not big on JIT manufacturing?> With product manufacturing cycle of typically 12 weeks, or the whole quarter, how would you define your _time_ for Just-In-Time? <I don't think you meant to imply AMD is not a feasible alternative?> Given current ratio of volumes and production capabilities, it may be true when looking from some boxmaker's current need. However, the rate of _production_ growth is what usually attracts smart investors. I leave it to your exercise to determine which company is growing faster today. <How long does it take to get a fab out? How many fabs does Intel have now? Hasn't Intel's spending on fabs essentially doubled in two years?> In theory Intel does not need any new fabs since succesful transition to competitive 0.18um product implies immediate doubling of capacity. Conclusion is apparent: Intel failed to keep up with AMD technology. <RE: "4Q99 was up only 8% Y/Y" YOY on what? Content not clear.> Nothing is more clear as his statement. See comment about growth rate above. <You know as well as anyone, that securities are not cash.> You do not need 12 weeks to cash out some amount of stocks to fix a quarter report, do you? <RE: "fail to invest in property, plant and equipment in 1998-99"... meanwhile Intel was in the middle of a semiconductor recession. > Yes, if you look at actual Intel balance, including non-reportable cash spending on stock buy-back and excluding stock speculations, you might find out that Intel as manufacturer is in continuous recession since that time. And it is accelerating now with all those mishaps with floppermines, caminogate, Rambust, bothched gate rescue attempts, etc. Happy investing Amy, - Ali the "screwdriver", and best buddy of Paul R. Engel

To: Amy J who wrote (107177)	4/21/2000 2:02:00 PM
From: vince doran	Respond to of 1573841

Amy J: If you truly do take a long term view, what do you think of the risk of valuation ratios returning to historical means? It will take considerable real growth to simply remain even, should that happen over say the next five years. Now might be the time to sell slow growers with high ratios. regards, Vince