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

To: jamok99 who wrote (9751)	9/22/2000 1:04:52 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RERE:In my book, Jerry Sanders appears to be something of a psychopath, someone who doesn't seem to have a conscienceable regard for the truth, and is prone to make promises first before he's sure they're able to be fulfilled. (e.g., I wonder about whether the tricky wording of "3.6 million K7 processors in Q3" without breaking it down into processor types was meant to hide the fact that there were very serious infrastructure problems with Duron" I think you make some good points. Wall Street will likely paint with a broad brush initially, they already have. As far as Jerry being a psychopath. NOT the new Jerry, after AMD had been sued. He is very careful and conservative now. Still, currency valuations, commodity prices are above the realm of AMDs forecaters I would think. As far as Athlon mix. The more Thunderbirds the better. AMD can still produce 3.6 million Athlon core this Q. I think that was a very conservative estimate all along. If they miss it...it likely won't be by much if they don't warn. Right now, there is too much uncertainty for Wall Street to divide AMD from Intel...or a lot of other tech stocks from Intel. There is a recession fear as well... Jim

To: jamok99 who wrote (9751)	9/22/2000 1:15:26 AM
From: Petz	Read Replies (2) \| Respond to of 275872

jamok, <In my book, Jerry Sanders appears to be something of a psychopath, someone who doesn't seem to have a conscienceable regard for the truth, and is prone to make promises first before he's sure they're able to be fulfilled. (e.g., I wonder about whether the tricky wording of "3.6 million K7 processors in Q3" without breaking it down into processor types was meant to hide the fact that there were very serious infrastructure problems with Duron, rather than, as a previous poster suggested, admitting the problem frankly and talking about the timeframe for a solution.> re: Jerry and AMD's guidance. AMD has exceeded its own guidance the last five consecutive quarters. Jerry has a muzzle on now and hasn't said anything that Ruiz hasn't repeated or said first. tricky wording? What's tricky about it. Isn't it better to sell 3M Athlons and 0.6M Durons? Revealing your goals even to that level of detail is giving more data than Intel ever does. They won't even say how many total CPU's they've sold after the fact! I wouldn't complain too loudly about the Duron infrastructure -- selling Athlons is more profitable! When cheap Duron mobo's are available, Durons will sell like hotcakes. Until then, they are a tough sell. As to worrying about a Euro slowdown, I believe AMD sales there could still be flat while Intel drops 10 to 20%. In the last week we've seen reports of the Brit's largest PC maker starting to sell AMD systems for the first time. The rising semiconductor book to bill ratio, something that hasn't happened to the August numbers in five years, proves that overall worldwide semi demand, which is 50% PC-driven, is not dropping but continuing to expand at a rate of 20% a year or more. Petz