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

To: xun who wrote (109232)	5/3/2000 2:28:00 PM
From: Scumbria	Read Replies (5) \| Respond to of 1578738

Panic, AMD needs killer instinct when ever it is a bit ahead of its competition I can't imagine how AMD could be much more aggressive in their plans than they have been. What amazes me is that they have been producing bulletproof products on such a short time scale. As fast as they are turning new things out, it is remarkable that there have been no major bugs. The Dirk Meyer dinner was less than one year ago! K7 was just a foil in May 1999. We need to keep our perspective. If it were Intel, the product wouldn't even be released for another five years ;^) Scumbria

To: xun who wrote (109232)	5/3/2000 2:51:00 PM
From: tejek	Respond to of 1578738

Well said. "We agree to disagree". I think both sides make their points, at least to me. Here is my 2 cents. As an EE who are very much interested in the saga of AMD vs Intel, I wholeheartedly embrace that AMD has been doing a marvelous job in the past year. I was in AMD stock since Jan 99. The state of AMD today exceeds my wildest expectations. But as an investor, I wish the entire AMD management have the attitude of what Chuck is saying. AMD needs killer instinct when ever it is a bit ahead of its competition. No matter how good AMD is today, it has to have the attitude of relentless pursue of excellence for the sake of its own survival as long as AMD is in the microprocessor business. In reality, AMD still has a large room for improvement. panic, Now, its my turn....well said. Your comments make clear the benefits to be derived from disagreements on this thread; both parties tend to be pretty knowledgeable and usually a lot of good info is uncovered. For that reason, its most useful when we don't wander to much from the issue at hand. And thanks for the link on the article; out of it, I found another chip company that's looking good and a possible buy, GSPN.....and when I put it into to "my watch list", I noted that after a severe drop, EMLX is on the move, so I put in a trade. That's a heads up....EMLX fell hard on questionable news and has a lot of ground to recover.....at 56 and climbing. ted