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

To: Charles R who wrote (9249)	9/19/2000 7:03:36 PM
From: TechieGuy-alt	Read Replies (2) \| Respond to of 275872

I disagree with this point. Shipping 1-2 quarters earlier or later is just a very small hiccup compared to a known good volume ramp from a brand new copper fab- something that we know now, and we did not 2 quarters ago. Hence, my assertion that, even though AMD is not shipping the low end desktop and servers (though I doubt that anyone really expected AMD to make much headway in servers that quickly- hence it's really low end that they missed), I maintain that having 2 quarters of surprising good performance from Dresden (not withstanding Paul's "Where's the Cu performance difference?"), underscores a stronger fundamental picture NOW than two quarters ago. JMHO TG AMD fundamentals are not as good as what they were two quarters back where it looked like AMD was going to be shipping volumes in low-end-desktop/high-end-desktop/laptop/server marke segments (consumer and commercial)in the second half of the year.

To: Charles R who wrote (9249)	9/19/2000 7:50:14 PM
From: eplace	Read Replies (1) \| Respond to of 275872

Charles....re:Now, what we have is a grossly undervalued stock but not necessarily a company that is executing at peak-performance. Charles, now that time has passed I will agree with you that the infrastructure situation wrt to AMD has not been what it could have been, but is it also possible that if AMD does indeed sell over 7 million chips this quarter and that at least half of those are Athlons (Thunderbird and Duron mix) that it may actually be a blessing in disguise? Since AMD may be capacity constrained and assuming that they are selling just about everything they can make, doesn't it bode well for the company that they are then probably selling a proportionately greater amount of high margin chips? I think the Duron and the infrastructure for it will take care of itself in time, but the margins on this chip aren't the greatest. Just asking for your take on this situation. Ed P.