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

To: Mani1 who wrote (4955)	8/14/2000 1:32:46 PM
From: Joe NYC	Respond to of 275872

Mani, Via has cost AMD major money, we all know it and so does AMD. I am sure Via as a partner is a thing of past. AMD trusted via as a partner and it back fired, big mistake by AMD. No one in this industry will trust via again and I have a feeling that via will be dead as soon as Intel is done milking them. Via is a back stabber and deserves to die. Couldn't agree more. Going forward, I believe both Intel and AMD will pay a lot more attention to chipsets. Both companies were badly burned by chipset missteps. I think the chipsets will get as much attention as the processors themselves. Joe

To: Mani1 who wrote (4955)	8/14/2000 3:03:18 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< Via has cost AMD major money, we all know it and so does AMD. I am sure Via as a partner is a thing of past. AMD trusted via as a partner and it back fired, big mistake by AMD. No one in this industry will trust via again and I have a feeling that via will be dead as soon as Intel is done milking them. Via is a back stabber and deserves to die. >> For some reason you seem to think Via owed amd something. They're a corporation there to make money, and they took the path that made them the most money. It's unreasonable to expect them to act in any other way. I doubt that anyone hear would applaud AMD for giving up tons of money to help out some other company.

To: Mani1 who wrote (4955)	8/15/2000 11:11:46 AM
From: hmaly	Respond to of 275872

Mani Re..<<<<<Via has cost AMD major money, we all know it and so does AMD. I am sure Via as a partner is a thing of past. AMD trusted via as a partner and it back fired, big mistake by AMD. No one in this industry will trust via again and I have a feeling that via will be dead as soon as Intel is done milking them. Via is a back stabber and deserves to die<<<<. Mani, I feel that these words are way too harsh. Via is experiencing growing pains right now because a series of events has propelled Via to the forefront in the chipset market. How many companies can grow by 200% in six months and not experience growing pains? In addition Via has many friends in the Taiwanesse motherboard manufacturers. AMD needs those manufacturers, and to sever the relationship with Via could hurt AMD in that context. AMD has been assidiously trying to develop strong ties with the very companies you want to dump. Has Via's actions actually hurt AMD that much to take a chance on hurting these ties. Have you heard of the "penny wise and still a dollar short." In other words, don't sweat the small stuff. Look at the whole picture over a length of time, not a snapshot of a given moment in history. While some here have proposed the "if not for Via theory; I don't buy it. The market wanted to dump tech stocks, and AMD JUST HAPPENED TO BE STANDING THERE. Amd could have beaten estimates by 60 cents and still dumped just as bad. Right now, many of us lost a great sum of money with the drop. But look at the plus side of the Via chipset deal. By delaying revenue into 3q and 4q-00, assuming AMD has indeed sold out production and reports of motherboards arriving en mass are true, will give us greater revenues in those quarters, and the atmosphere is likely to be more favorable on WS.; and in the end will give us a greater boost in the stock price over a longer term than if AMD had recorded those sales in 2q. I know it doesn't help you now, but the extra revenue in 3q and 4q are likely to really boost the sequential YOY and MTM growth rates, making AMD appear stronger than ever.