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

To: AK2004 who wrote (11052)	10/2/2000 12:29:59 PM
From: that_crazy_doug	Read Replies (2) \| Respond to of 275872

<< I wish Jerry would stop making unnecessary promises but you're right if amd is committed to new speeds every 6 weeks now they should deliver. >> In general I agree with the muzzle Jerry at all times theory, however, I feel this promise was quite necessary to ease the minds of investors who felt we'd get creamed by 1.4-1.5 ghz p4s that were coming out. I don't think it'd have been feasible to release a 1.2 ghz in october, then jump straight to a 1.4-1.5 when the p4 hits the streets. Besides, I think there are a lot of other benefits to this ramp. It shows how smoothly AMD can transition product, and it will give confidence to analysts if they pull it off. We need to be more explicit with our goals and continue to meet them to build up credibility with the street. This is another example where we said exactly what we are going to do, and as long as it's accomplished it will help aid our shaky credibility. One of the reasons AMD can trade at a forward multiple under 10 is because we have a history of giant surprises. I think better guidance will result in much more stable stock price. (and quicker overal growth without the big hiccups).

To: AK2004 who wrote (11052)	10/2/2000 12:31:38 PM
From: EricRR	Read Replies (1) \| Respond to of 275872

I wish Jerry would stop making unnecessary promises but you're right if amd is committed to new speeds every 6 weeks now they should deliver. I think that Jerry should roll out new speed grades whenever he can make them in volume. AMD's number one problem right now is perception. They already have the technology and the manufacturing. The longer AMD is seen by companies, OEMS, and enthusiasts the world over as the leader, the more business penetration AMD will get. Jerry knows that PR matters, and that MHz matters, and that size matters.