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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: semiconeng who wrote (4779)	8/12/2000 8:01:32 PM
From: EricRR	Read Replies (1) \| Respond to of 275872

Ya know, you seem like a pretty smart person, but I believe that your statement here, and one's from other people similar to it, are making the same mistake that intel made. Assuming that the other guy is going to continue to screw up. I remember being in a meeting just before the first Athlon was introduced, and the manager was talking about it, and he said something like "Oh yeah, it's probably good, but they've had manufacturing problems in the past, so they'll have them again". I remember thinking at that time "Boy, that really makes you sound real stupid". And forgive me if this seems rude, but when I see you print statements just like that, it doesn't make you seem too smart either. Now that we all agree that information from the past doesn't necessarily foretell the future, would you care to offer another source?

To: semiconeng who wrote (4779)	8/12/2000 9:23:31 PM
From: Scumbria	Respond to of 275872

Semicon, I remember being in a meeting just before the first Athlon was introduced, and the manager was talking about it, and he said something like "Oh yeah, it's probably good, but they've had manufacturing problems in the past, so they'll have them again". The manager's fundamental mistake was that his assumption was incorrect. AMD has a very good history of manufacturing. During K6 days, they were pushing a slow design past it's reasonable limits, and the press interpreted a heroic engineering effort as "manufacturing problems." The Intel story is different. The recent PIII 1.1GHz launch was a problem of corporate character, not engineering. I see no reason to believe that Intel has fixed their character problems in the last two weeks. Scumbria