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

To: Chung Lee who wrote (11460)	10/4/2000 6:49:03 PM
From: niceguy767	Respond to of 275872

Chung Lee: "Like I said, they just don't get it! I guess Jerry just have to show them the money on the 11th." My guess is that he will too!!! Probably the ultimate vaccine!!!

To: Chung Lee who wrote (11460)	10/4/2000 10:56:27 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Chung, re Jerry's comments I know there's always the fear that Intel is going to just suddenly crush us, but I think that we've demonstrated that we're reasonably uncrushable. So we look on that as having a very competitive product line, we'll be introducing a 1.1GHz in volume this quarter; faster parts than that in the fourth quarter for the year end. We think that we're very well positioned against what Intel has to offer. Something like this MUST be repeated in Q3 CC, but the details are different. They should point out specifics, like 1. AMD is 100 [or 200] MHz ahead of Intel right now and producing these parts in volume. Intel has no competing products or such low volume that AMD sets the price at the top end. 2. At the low to middle end, AMD Duron has such a performance lead over Intel Celeron that AMD does not need to match Intel's price to sell out all of our production. For all of Q4 and some of Q1, Celeron will be stuck with the inferior 66 MHz bus, compared to 200 MHz for Duron. 3. The Pentium 4 will be such a low volume product in Q4, that its price will be irrelevant. In fact, the inability to buy a P4, with its associated high-cost RDRAM memory, may actually increase demand for the fastest AMD Athlons. 4. Looking further ahead, we believe that by the time P4 reaches production volumes in Q1, AMD will have production volumes of similar or faster products. In addition, these products will be less costly to produce than the P4. Petz

To: Chung Lee who wrote (11460)	10/5/2000 1:27:51 AM
From: jamok99	Read Replies (1) \| Respond to of 275872

<<Niceguy, I thought, that AMD management should spell out for the analysts the cause of the current diverging fortunes of AMD and INTC/AAPL!!! Not exactly debating your point, but why should they spell out the whole enchillada again? they have guided the anlasyts and guide the analysts and guided the analysts..........., they just don't get it! >> Chung, I thing the fact that the analysts "just don't get it" speaks to the need to gear the CC presentation to the level needed, much like a good politician stays 'on topic'and spins events towards the story they want to tell regardless of what questions are asked of him or her. Since Intel, and now it appears Dell as well, has defined the battleground as Europe (blaming them for a general slowdown, in effect, and thus contradicting an interpretation of a company-specific problem), maybe the CC should contain country by country (hell, city by city if they need to) European comparisons to drill the point into the thick heads of the analysts (apologies to jchowlea (sp?). Assuming that AMD has such a good European story to tell on the 11th (let us pray), I'd treat it as a remedial math class - figuratively point out the basic prinicples and operations of addition and then ask the class - "And so, 2 plus 2 equals....? Yes, Mr. Josephthal of SSB?" Josephthal: "5?" "Yes, Mr. Wu?" Wu: "2 Squared?" "Mr. Kumar, perhaps you could tell us?" Ashok Kumar: "222?" "Perhaps Mr. Scovill could enlighten us?" Dan Scovill: "4 !" "Give that man the see-gar!" I am, of course, kidding here, but if AMD has the goods to deliver on the 11th, let us pray that they say it loud, clear, and repeatedly, rather than fumbling away another opportunity as they did with the Q2 call.