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

To: Scumbria who wrote (6075)	8/22/2000 2:59:39 PM
From: kash johal	Read Replies (2) \| Respond to of 275872

Scumbria, re: 2.0Ghz demo I think its impressive for PR purposes. It show financial community what great products are coming down the line. This reinforces view of Intel as undisputed tech leader. AMD sucks as far as their PR and management of corporate presence is concerned. regards, Kash

To: Scumbria who wrote (6075)	8/22/2000 3:23:46 PM
From: EricRR	Read Replies (3) \| Respond to of 275872

What AMD has to do... Like the rest of you I'm getting sick of Intel stealing the spotlight with their superior public relations. Their paper launches certainly have helped them maintain the air of technology leadership, even if it is not the case. AMD may have been right in believing that it was better to win OEM friends by only proceeding with volume launches, but now a once in a "product" lifetime opportunity has arisen. In the words some B movie actress: "The emperor has made a critical mistake, and the time for our attack has come." Intel will be launching their Pentium 4 brand sometime in the fourth quarter. Because of a combination of low IPC and immature compiler support, there is a strong consensus that the P4 would preform significantly lower (20%?) clock for clock than a P3 or Athlon. The first impression of the P4 brand will stay with the chip for years, for better (like the pentium) or for worse (like the celeron). AMD should have the ability to do a low volume "paper" release at the same clock speeds at the same time as the Pentium 4 debut (1.4 or 1.5 GHz). They must do this. The resulting benchmarking comparisons would show the Pentium 4 significantly underperforming, and the marketing impact of such comparisons would be deadly. AMD would receive millions worth in free publicity, right in the middle of the Xmas season. It's worth irritating a few OEM's. It's time for AMD to seize the day.

To: Scumbria who wrote (6075)	8/22/2000 4:58:12 PM
From: chic_hearne	Read Replies (1) \| Respond to of 275872

Re: 2 Ghz demo....Intel is completely full of cr@p these days. They have learned that they can get away with anything, and are pushing the envelope of this liberty. Scumbria, This reminds me of a project that I was unfortunately on last year. At first, things were good. Then deadlines started to be missed. Our team leader didn't want to let the project manager know we had slipped behind, so he lied to her. He thought we would catch up and it was still early in the project. As things wore on, we were falling farther and farther behind. It was getting hopeless and the finishing deadline was only a few months away. For whatever reason, the team leader continued to feed our PM a line of BS. At status meetings, he even started to stoop to the level of demoing a static web page that had none of the functionality needed, but passed it off as complete. Finally, with about a month to go, the PM really started to wonder what was going on as our peice of the project was no where to be found. In the end, it all blew up in the team leaders face as the truth finally came out that we had fallen hopelessly behind. This same type of situation is what exists at Intel now. All we are seeing is smoke and mirrors as quietly no "real" improvements are made. Sure, Itanic is just around the corner, Willy will kill AMD any day now, Timna will own the low end and on and on. In the mean time, to make up for failures, $500,000,000 million in one time gains was taken in Q4 1999, another $725,000,000 in one time gains was taken in Q1 2000, and another $2,300,000,000 in one time gains was taken in Q2 2000. It almost seems like my team leader is the head guy at Intel. They keep digging themselves a bigger and bigger hole. The rationale, it appears, is that once Intel gets its house in order, these one time gains can be made up for and Intel will show profit growth next year. I don't see any chance of this happening. Much like my team leader had to face reality, so will Intel once the smoke and mirrors are cleared and the true reality sets in that the core business is failing and these huge gains are truly one time gains. As the failures pile up, some of the smart are starting to see through the smoke and the mirrors. As this pattern continues, AMD will continue to gain credibility as long as they execute at least reasonably well. chic