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

To: that_crazy_doug who wrote (16939)	10/31/2000 4:17:54 PM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Crazy_Doug, Re: The manufacturing and technology are doing well, but I'd give credit to the engineers not to Jerry Sanders. Who hired and kept the engineers? Management inspite of any short comings must share credit of any success, there's a team at AMD and Jerry is a part of it. Re: I'd rather have a higher stock price then have Jerry win some macho pissing contest. From my point of view it's not about some "macho pissing contest", it's about remaining in control of one's destiny. From Jerry's prospective it's about remaining in control of his life's efforts at AMD, and a lot of shareholder's money. Jerry is the man running a multi-billion dollar operation, NOT the ANALysts. It seems to me you have the tail waggin' the dog. Re: ...I buy stock to make money... On that we can agree. Don't worry about the ANALysts, they can do short term damage only. When Jerry strikes gold the ANAlysts will be lickin' his boots. Kindest regards, CrazyMan

To: that_crazy_doug who wrote (16939)	10/31/2000 4:32:13 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

that_crazy_doug RE.;.. AMD has turned around, because they have a good product<<<<< B I N G O !!!!!!! <<They have a good product because of Dirk Meyer (and probably a few other key engineers).<<<< Get real. Last yr AMD filed for more patents than Intel; and you are trying to claim a handful of engineers out patented Intels thousands of engineers. And just what did Dirk have to do with Dresden; or flash? Getting this amount of patents requires not only good team leaders, but also good team members, and just as importantly, the right atmosphere. Jerry sets the tone, the rest do the work. Re..I'd rather have a higher stock price then have Jerry win some macho pissing contest.<< I would too, but I have yet to see on CNBC or anywhere else where the executive has come in and said he was no good, and the stock jumped in price. Every CEO I have ever seen has always said nice things about his company. As soon as Jerry says the company is crap, I am outta here. Re..He's walking around with a chip on his shoulder trying to pick a fight with any analyst that asks a question.<<<< I have listened to all of his CC and most of his interviews since I bought AMD 15 months ago. I have never even once heard Jerry demean any analyst like Ashok has demeaned AMD and Jerry. But I could be wrong; so please provide me with some links. In fact, put your money where your mouth is. I will bet you can't provide any links where Jerry has called any analysts roadkill, or its equivalent. the companies that don't go out of their way to pick fights with all of them typically get much better multiples,<<< HHHMMM, maybe that is why GM has such a high multiple, or NSM, or LSI, or just maybe you haven't been observant enough to realize we are in a bear market and most of the companies lost capitalization the last 3 months. If you haven't observed that yet, what have you observed? I buy stock to make money, not to win some jihad Jerry has against intel and the analyst community. << You call it Jihad, other people call it competition. Whatever. What happens if Jerry does win the jihad. How much will your 50 shares of AMD be worth then? And if you think Jerry can't win, then sell. Who gives a sh*t? Quit expecting Jerry to do your bidding. The long term health of AMD is far more important than you getting a few extra bucks for your shares tomorrow.

To: that_crazy_doug who wrote (16939)	10/31/2000 5:02:25 PM
From: bacchus_ii	Read Replies (1) \| Respond to of 275872

RE: "I'd rather have a higher stock price " Are you kidding? If the stock was too high I would not be able to get in. I'd rather have a stock with great potential. Gottfried

To: that_crazy_doug who wrote (16939)	10/31/2000 11:30:35 PM
From: tejek	Respond to of 275872

I'd rather have a higher stock price then have Jerry win some macho pissing contest. He's not just being defensive. He's walking around with a chip on his shoulder trying to pick a fight with any analyst that asks a question. I agree with your assessment of the worth of analysts, however, the companies that don't go out of their way to pick fights with all of them typically get much better multiples, and I buy stock to make money, not to win some jihad Jerry has against intel and the analyst community. Analyst power is reduced significantly with the new SEC ruling in place....I wouldn't sweat them.