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

To: hmaly who wrote (5038)	8/14/2000 10:43:41 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

You, Harry, are arrogant, ignorant, indecent, violent, disrespectful lout and I have not seen any redeeming positive qualities to compensate for your obvious shortcomings. Thanks to SI for providing a nice feature to reduce my aggravation dealing with the likes of you. Sayonara.

To: hmaly who wrote (5038)	8/15/2000 8:33:58 AM
From: niceguy767	Respond to of 275872

hmaly: Seems to me that AMD has met it's publicly stated Athy shipment targets dead on over the past year...To me that is a sign of outstanding management and a sign of a very well-oiled infrastructure when one accepts that management is dealing with all the complexities involved in bringing its Athy successfully to market in the face of a behemoth competitor and the almost countless hurdles involved in successfully launching a new product...

To: hmaly who wrote (5038)	8/15/2000 4:06:51 PM
From: Ali Chen	Read Replies (2) \| Respond to of 275872

Hmaly, <Once again, these chips weren't destroyed, they will be sold for the x-mas rush. What is the difference?> There is a HUGE difference. 1. In Q1-Q2 Intel was stumbling with yields of high-speed parts, stepping A2 (and even B0 I guess) were buggy, overheating, etc. AMD could easily sell into this market and gain share and win OEM designs if the Athlon "infrastructure" could be more "stable". They didn't. 2. Those customers who were willing to buy AMD-based systems, they bought Celerons or P-III-600, and now are out of market. They will not shop during X-mas. This opportunity has been lost. 3. Intel has presumably fixed the yield problem with 933+ parts going 5% shrink on C0 P-III. Close to Xmas AMD will lose high-end sales to these Intel machines, and will have to sell those parts at a discount. Do you see any gain here? It is sad that you do not understand such a simple thing. <It was decided early on to let the chipset makers design the chipsets.> No one can design anything until a proof of concept is present and some experience dealing with the new bus/system architecture is accumulated. You are very naive. The 750 maybe was good as a proof of concept. However, other chipset "designers" are late, for some reason. There are no delays without underlying problems, and AMD seems to be incapable to assist in solving them. <outsourcing> As far as everyone knows, 750 was fabbed not at AMD fabs. <AMD HAS NO CONTROL OVER VIA,SIS,ALI or anyone else.> They should have total control over their own "Platform Products Division", don't they? <If you ever come over to my business, and try to tell me how to run it, I would beat your arrogant a** to a bloody pulp and throw it out the door. Mind your own business and quit trying to tell everyone else how to do theirs.> No one gives a sh*t about your business. But it is a straight business of a company shareholder to question how the company's runs its business. And this is not a doll business or automotive business where any supplier can make any parts any time. It is a business for bright intellectuals who are hard to find but easy to lose.