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

To: niceguy767 who wrote (115165)	6/9/2000 1:15:00 PM
From: chic_hearne	Respond to of 1571935

Re: First time I've been able to connect today...problem accessing SI all AM! niceguy, That means I'm not the only one. This is the worst performance I've ever seen on SI. If the SI admins are reading, maybe it's time to junk those fragile Sun servers and install some stable and reliable IBM servers? chic

To: niceguy767 who wrote (115165)	6/9/2000 2:47:00 PM
From: TimF	Respond to of 1571935

From Rageinb Bull post ragingbull.com AMD's value over last 3 yrs A factor that analysts and particularly short sellers have missed in the years 1997-2000 is the wealth built into the company by heavy R+D spending . Without that R+D spending , AMD would have been making nice profits during those years and no doubt these short sighted analysts would have been praising AMD and raising its rating ,but what of the future ? AMD and particularly Jerry was not as myopic , they recognised the need to build into the company a design team without equal in the CPU business in order to jump ahead of Intel . Second they recognised that to be in a position where they had adequate production facilities to compete in the next semi upswing they had to build those facilities during the downswing then instead of doing what Intel and others are now doing i.e. build during the boom times , they would have the benefit of having production when it was needed . The focused thinking that AMD has exhibited indicates management ability that is superior to other semiconductor compamies but instead of praise they received scorn and rejection by investors who can't seem to analyse anything other than P/E ratio . Those 2 factors still do not seem to be recognised by many otherwise the shortsellers would be running for cover .