Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (125581)	10/9/2000 4:34:21 PM
From: Road Walker	Read Replies (1) \| Respond to of 1576359

Ted, What I meant was that I company will often announce a solution before they announce a problem. If Intel were to say tomorrow that P4 will be delayed until the second quarter of 2001, they could also say that they have already made management changes to correct what caused the problem, so that it won't happen again. PR to soften the blow. I don't think that is the case, but I've seen it happen before with other companies. John

To: tejek who wrote (125581)	10/9/2000 4:35:05 PM
From: TimF	Read Replies (1) \| Respond to of 1576359

Ted, I think he means that management knows about the problem so they are changeing personel around to solve it, but that the problem is not public knowlege yet, so soon the news comes out... Check out this netcog.com AMD has positioned itself very well in the upper end of the server market where all the action in computers is; it could have caused some of the slowdown with INTC - we won’t know for a little while Buy AMD, it's attractively priced; 3q will be very strong, which is in direct contrast with INTC's forecasted 3q Mellum prefers AMD to INTC; he sold off his holding in INTC - AMD should report a big quarter on Wednesday Tim