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.

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

To: andreas_wonisch who wrote (17093)	11/1/2000 2:14:57 PM
From: Chung Lee	Read Replies (1) \| Respond to of 275872

Q: In some of the conversations with top-tier PC vendors, they have suggested that as some of the supplies improve from Intel, they might reduce AMD as percent of their total computer shipments. What impact will that have on AMD - does that change just your customer base, or does that have some financial impact? The analyst was being a wiseguy. Are you going to stop beating your wife?

To: andreas_wonisch who wrote (17093)	11/1/2000 2:55:49 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Andreas, Believe me the last thing any vendor wants is a return to the goold old days when they depended on Intel for their high priced supply of CPUs. As we speak Dell seems to be the only holdout left with the slow Intel parts. How long that will last dog knows. Bill

To: andreas_wonisch who wrote (17093)	11/1/2000 3:14:41 PM
From: Goutam	Respond to of 275872

Andreas, re: < Q: In some of the conversations with top-tier PC vendors, they have suggested that as some of the supplies improve from Intel, they might reduce AMD as percent of their total computer shipments. What impact will that have on AMD - does that change just your customer base, or does that have some financial impact? A: [Jerry Sanders] Well, first of all, I can't imagine a single one of our customers having said that. Rob, do you have any idea what this guy could be talking about? > How can you see Sander's response to the above question with deliberate FUD as rude? IMHO, the analyst question was a blatant attempt to create FUD, and he/she doesn't reserve any respect. Any nice response from Sanders to that question could have given legs to the FUD that analyst tried to perpetrate. goutama

To: andreas_wonisch who wrote (17093)	11/1/2000 3:32:20 PM
From: Goutam	Respond to of 275872

Andreas, re: < Q: In some of the conversations with top-tier PC vendors, they have suggested that as some of the supplies improve from Intel, they might reduce AMD as percent of their total computer shipments. What impact will that have on AMD - does that change just your customer base, or does that have some financial impact? A: [Jerry Sanders] Well, first of all, I can't imagine a single one of our customers having said that. Rob, do you have any idea what this guy could be talking about? > How can you treat Sander's response to the above question with the sole intent of spreading FUD, as rude? IMHO, that analyst was trying to perpetrate FUD with that question, and he/she doesn't deserve any respect. Any nice response from Sanders could have given legs to the FUD that the above question was leading to. goutama

To: andreas_wonisch who wrote (17093)	11/1/2000 5:44:10 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Andreas Re..A: [Jerry Sanders] Well, first of all, I can't imagine a single one of our customers having said that. Rob, do you have any idea what this guy could be talking about? LoL That is hardly my description of rude. I say worse to my wife every day. That conversation came during the 2q-00 CC. and I heard it. I felt it was a ridiculous question;; sort of like me asking you "Do you beat your children more than once a week?" The guy asked Jerry what he would do when the OEMs cut back on AMD products because he felt the OEMs would go back to Intel. As we now know that supposition was wrong. If the analyst could have given a name, fine, but he didn't. To expect anyone to know the answer to that question without knowing who, or the size of the oem, or how many even is ridiculous.