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

To: hmaly who wrote (5566)	8/18/2000 12:49:38 PM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

hmaly, <by your theory it was jerry's fault for the earthquake that hit Taiwan in Sept.> Well I suppose you could take my opinion to that logical absurdity I certainly didn't explicitly rule that out but that's not what I meant and I think that you know that. <I will take Clintons approach. DENY EVERYTHING> This is exactly my point. A weasly Clinton type of continual self abdication of any responsibility is the defining mark of a lack of integrity. It is unacceptable in executive management. Just so that you don't get the idea that I am short or something I will mention the flip side of the coin. No matter how many posters get on message boards somewhere as they did recently and mention that a company is where it is due to luck you will never hear a competent analyst or executive of a company claim that a given corporation got where it is solely by luck. Just as it is management's duty to take full responsibility for any screw ups regardless of the source they are also entitled to take credit for any success no matter what. I think that it is apparent that better infrastructure would have made the Duron launch more successful and for that I hold management fully to blame and 100% accountable. But I also think that AMD has done the seemingly impossible to get where they are today and that on the whole they have performed magnificently recently and for that I give them full credit. It is what keeps me invested with almost 300,000 on margin. (in case you are wondering that's almost $3,000 a month in interest that I pay for the privilige of owning more than my fair share of AMD). Regards, Epinephrine PS: Contrary to some opinions I think that AMD has been performing well since years ago when they were forced to stop functioning as a completely dependent second source. There have been some snags along the way but look how far they've come. It's been a long time coming but now it's time to REAP!

To: hmaly who wrote (5566)	8/18/2000 1:19:42 PM
From: Epinephrine	Respond to of 275872

hmaly said:<by your theory it was jerry's fault for the earthquake that hit Taiwan in Sept.> Epinephrine said:<Well I suppose you could take my opinion to that logical absurdity I certainly didn't explicitly rule that out but that's not what I meant and I think that you know that.> hmaly, To clarify my position in the face of your hypothetical situation above I would like to add that an earthquake is not a failing. Management is responsible for failings, the earthquake itself wouldn't be AMD's fault but if there was any dissatisfaction whatsoever over AMD's reaction to or preparedness for the earthquake then it would not cut muster for Jerry to explain poor results by getting on some press conference and pouting "yeah but it was the earthquake, it was an act of god... it was god's fault not mine". We can debate whether the Duron launch could have been better. I think it could've you think it couldn't have but if we assume for the sake of argument that it could've then that is indeed AMD management's fault. Regards, Epinephrine