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

To: kash johal who wrote (5144)	8/15/2000 4:22:28 PM
From: James Calladine	Respond to of 275872

COMPLETE, IGNORANT FOOL....... C'mon Kash, this is supposed to be the thread for the grownups who don't get their kicks from abusing others.... Best wishes, Jim

To: kash johal who wrote (5144)	8/15/2000 4:26:41 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 275872

Er, isn't that supposed to be "ignorant slut", as in the old Saturday Night Live? Apologies to the moderator, Jane Curtain, and everybody else, of course. For what it's worth, from the "half full" point of view, AMD's chipset/mobo/infrastructure situation looks worlds better than a year ago. When the Athlon came out, mobo support was thin and there was evidence that manufacturers were intimidated by Intel. Remember the Asus board you could maybe buy in an unmarked box if you knew where to look? Now, KT133 boards are widely available, there's all kinds of DDR chipsets in the works, and many (most?) of the chipset and mobo manufacturers seen to be giving AMD close to equal priority with Intel. Meanwhile, Intel is still stuck with our friend Rambus for the Willy launch, though the days of that particular friendship seem numbered, unfortunately. Could be better, but it could be much, much worse too. Unlike Intel, AMD does not have infinite resources. Cheers, Dan.

To: kash johal who wrote (5144)	8/15/2000 4:38:25 PM
From: stribe30	Read Replies (1) \| Respond to of 275872

Hm. I thought I was on the "regular" thread for a second there.. Is calling someone a complete ignorant fool really necessary? As I recall... one of the rules on this thread is to treat other people with respect and no name calling (even if you think their point is totally whacked - there are better ways to show it then to resort to insults) First we have Charles and Hmaly get all oversensitive and over aggressive at each other, and now when that appears to have partially blown over.. you have to enter the fray and call one of them what you did. If you guys cant even follow your own rules (which as I recall.. was set up so you could avoid flames and FUD from trolls) when you want others to follow them.. this is a hypocritical venture and you may as well all go back over to the other thread and engage in the very thing you set out to not allow to happen here (where a few of them are hoping you do implode... the very thought of this thread actually succeeding for some reason burns some of them up.. I dont see what the big deal is personally) My 2 cents worth.. and since that's Canadian funds I am using.. make it my penny's worth. Scott

To: kash johal who wrote (5144)	8/15/2000 5:40:15 PM
From: Mani1	Read Replies (1) \| Respond to of 275872

Kash re <<You are a complete ignorant fool>> If you ask me, you are a whole lot less convincing when you resort to this. Re <<FACT: AMD failed to manufacture adequate quantities of this chipset relying on VIA.>> This is not a fact at all. Sanders very specifically told us that AMD has an abundance of the 750 chipset in stock. I don't think there has ever been a shortage of the 750 chipset from AMD. Re <<AMD failed to extend the 750 to support PC 133 instead relying on AMD.>> Say what? Mani

To: kash johal who wrote (5144)	8/15/2000 9:47:37 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Kash Re..<<<AMD's chipsets ala the 750 are MANUFACTURED at UMC - a taiwan foundry.<<<<< How many chipsets were contracted, did AMD have the ability to increase their orders. As far as I know, UMC was totally booked, including doing some of Vias. To increase the supply, AMD might have had to change a line in Austin to produce the extra chipsets. <<<AMD failed to manufacture adequate quantities of this chipset relying on VIA. FACT: <<<< Fact, every company I know of relies on their subcontractors. GM relies on Delco Remy, Fisher Body Works etc, Boeing relies on GE or Pratt Witney for the engines, Ford relies on Firestone. What is your point. That AMD SHOULD TRUST NO ONE and start acting like Intel and try to do everything alone. Do you honestly believe AMD should start doing that? I assure you, I rely upon my vendors. And I believe a great part of AMD's success this yr. is a direct result of that reliance. Does copper interconnects and ev bus ring a bell? <<AMD failed to extend the 750 to support PC 133 instead relying on AMD.<<<<< Once again, the decision is which project do you wish to take the engineers off of and put them on upgrading the 750? Do you delay the 760 shipset in order to upgrade the chipset in order to compete with Via's kx-133. Which project are you going to starve of assets in order to allocate resources to upgrading the 750 chipset. <<<You keep posting a bunch of BS << Gee, do you think I am the only one here doing that? Are you going to kick off everyone whom you deem has posted BS. How many posters would be left. I also said in my posts that the 3 wk. delay wouldn't hurt AMD in the long run. That AMDS revenues were just delayed into the 3q and 4q. And here is someone that agrees with me. <<<<AMD forecasts that it will produce 3.6 million Athlons and Durons this quarter and 7.2 million in the fourth quarter. Of the 3.6 million chips this quarter, Duron will constitute about a million. The Duron, however, will not be in most PCs for the back-to-school rush because its release missed the PC design cycle. An AMD spokesman, however, said that it began shipping Durons to OEMs in June. Analysts feel that this will not materially affect its bottom line. This could be an overreaction because other analysts believe this to be a non-issue for Duron. AMD might lose unit market share, but that's not expected to affect it financially. "AMD has only so much capacity and the Duron is a low-end product, so it's no big deal," said Dan Scovel, analyst at Needham & Co. "They are shipping tons of high-end Athlons."<<<<<< siliconinvestor.com Posted by Maverick, who I owe a special thanks.

To: kash johal who wrote (5144)	8/16/2000 12:57:33 AM
From: Goutam	Read Replies (1) \| Respond to of 275872

Kash, <You are a complete ignorant fool:> I thought Harry presented valid points and good analogies. I enjoyed reading hmaly's and Chuck's posts related to AMD's execution. I for one believe AMD has been executing well (may be not perfect) given its position in the early 1999. The company has made great progress in the last four quarters. <AMD failed to manufacture adequate quantities of this chipset relying on VIA.> Where did you get this? I suppose it's based on what you read here (mostly speculations by others to prove their points), and/or based on reports by hardware sites. I remember specifically, that AMD mentioned(Q3'99?) excess inventory of Irongate chipsets due to good yields. <AMD failed to extend the 750 to support PC 133 instead relying on AMD (Via?). AMD could have done this, only if they had set the project in motion in 99. At that time, they were not in a position to allocate any of their sparse resources to this. They even had to cut down on Capital expenditure in Q3'99 to preserve their meager cash reserves. If AMD had allocated resources to extend the 750 chipset, we wouldn't be seeing now any Durons, KT133 chipset, Athlon chipset design efforts from Ali, SIS, or even the motherboard support. Do you think Via, Ali, SIS, etc., would be dumb enough to allocate their resources if AMD also had plans of keeping a good portion of chipset business to itself? <You keep posting a bunch of BS. Cut it out man.> BS? I disagree. Regards, Goutama