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

To: Charles R who wrote (120755)	7/23/2000 10:20:54 PM
From: tejek	Read Replies (1) \| Respond to of 1572957

I do agree with you that AMD's slowed revenue growth is not good. If you saw this thread for the last few months this event has been widely considered a possibility because of the motherboard fiasco. I am curious how you came to your conclusion that AMD's revenue growth has slowed? Historically both Intel and AMD experience a decline in revenue or flat revenue from quarter 1 to quarter 2. This year AMD experienced nearly a 10% sequential increase. I agree, of course, that it might have been greater had there not been a motherboard problem. Nonetheless AMD broke with its historical trend....and appears that revenue growth remains at a high level if not accelerating. Why do you think YOY results are so much higher this quarter than last? ted

To: Charles R who wrote (120755)	7/24/2000 8:32:13 AM
From: f.simons	Read Replies (1) \| Respond to of 1572957

>>I am surprised at the investor sentiment that let's these kind of growth rules not apply to some companies. Can you tell me why that is?<< Chuck- Different rules apply to different companies because companies are different. AMD has ridden the big wave on a change in its prior performance, a change that was seen as continuing for at least a while. Intel is a more mature company, steadily grinding out billions in profits and you are unlikely to see a wave as big there. Nothing wrong with either model. Revenue growth is a huge part of AMD's recent market success. That has slowed. It has slowed for a lot of reasons, but one of them, consistently ignored here, is that you can't double and triple revenues every quarter. It is impossible. As companies grow, growth becomes more incremental percentage-wise. Intel has its own set of concerns, and they are different from AMD's. In fact, I am a little puzzled as to why you would expect investors to use the same factors in evaluating these two companies. Frank

To: Charles R who wrote (120755)	7/26/2000 4:45:55 PM
From: tejek	Read Replies (1) \| Respond to of 1572957

Kind of refreshing to hear you (or anyone else) say something about revenue growth. For a while I thought you were in the camp where investment gains and stock buybacks makeup for any sins on the revenue/operating profits side. Glad to hear that is not the case. I do agree with you that AMD's slowed revenue growth is not good. If you saw this thread for the last few months this event has been widely considered a possibility because of the motherboard fiasco. How interesting...just read your post on the mod thread. What happened? One week you are convinced that AMD's rev growth is slowing; the next that revenues actually are increasing. What caused the change in opinion? Just curious. ted