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: that_crazy_doug who wrote (17112)	11/1/2000 3:56:12 PM
From: Chung Lee	Read Replies (1) \| Respond to of 275872

Doug, you offered a lot of generalization and no specifics, how did Jerry's mouth hurt AMD again? when the guidance has been wrong on almost every release date over the past year, you are going off the deep end here, AMD has delivered every chip it promised, the infra problem is out of its hand. DO you prefer a well like CEO with great personalities that has no idea where his industry is going? Armstrong of T is your man, he listened so patiently and politely to investment houses to a point where the analysts run the company, they said he should split up T to save it, he did, the stock crashed, and then you hear voices that he shouldn't have done that. I will take Jerry (current version, the version that was out since Athlon.) over your "reprogrammed" Jerry any day. Chung

To: that_crazy_doug who wrote (17112)	11/1/2000 5:11:50 PM
From: Epinephrine	Read Replies (2) \| Respond to of 275872

Doug, (yikes this came out way too long when I pasted it in, I am editing it to make it shorter) The last thing that I would want is for you to think that I am trying to pitch my lot in with hmaly on this topic. I genuinely appreciate your views and posts and respect your ability to honestly weigh the negatives of AMD's position without allowing your investment to tempt you to turn a blind eye to any AMD shortcomings. I do not think that in order to stay invested in AMD you must have absolute faith in their unerring godlike perfection as hmaly seems to contend. <lots of stuff edited out> ...As for Jerry, he sold K6's when K6 was clearly competitively inferior and insomuch as he was playing poker with a weak hand he sometimes had to bluff. I don't defend that but I understand it. Yet through it all and despite his very real shortcomings (and I agree he has been rude to analysts and it does hurt AMD) he has shown courage, tenacity, stoicism, resourcefullness and most of all vision. From what I understand he bought NexGen for what was considered to be much too large of a price and was seriously beat up by analysts for that, but it was K6 (derived from NexGen's design) that allowed AMD to survive until Athlon. He built a fab when AMD was starving for cash and everyone else was talking about overcapacity. And in that Fab he went to copper when Intel was saying that copper wasn't necessary yet. These are decisions that are very large contributors to AMD's success today and were made in a large part by Jerry sometimes in the face of heavy criticism. They enable the Athlon design to be productized and are just one example (I can think of more but this is already too long) of why Athlon is more than just Dirk Meyer and his (admittedly great) design. Jerry is not perfect but he is not perfectly flawed either. Epinephrine

To: that_crazy_doug who wrote (17112)	11/1/2000 6:55:33 PM
From: hmaly	Respond to of 275872

Doug Re..AMD made promises and backed out on them.<< Link please of any substantial promise Jerry made within the last 15 months which he hasn't kept. Does anyone else on this board have any idea of what promises he is talking about? It's not a big surprise that no one trusts the company when the guidance has been wrong on almost every release date over the past year, and now they keep delaying future release dates. Shouldn't you be on the Intel board with that accusation? However, I've yet to see anything that convinces me he's done any such thing.<< You are the one making the accusations. Provide some links backing your words up. There are definitely examples in the last 2 CCs, but the history of him doing this goes back for many years. If you don't believe it then I'm not going to try and convince you of it. << Provide the links to the last 2 CC and explain what you are talking about. Why wouldn't I believe you if you can provide proof. The fact that there are delays on every product means that the company has a major managerial problem communicating dates with the streets and meeting/setting good deadlines internally, however it doesn't take away from the great technology. <<<<<<< Nortel, Volkswagen, Cisco, Gateway, Compaq all have praised AMD lately for their products and service. Where are you getting these delays. Provide a link. So I have to sell the stock because I disagree with you and some book you read? Please don't do anything on my account, do it because you believe in what you are saying. Here is what you said. He's downright rude to the analysts causing the market to be against us, he's a pathlogical liar causing shareholder lawsuits, he leaks information that he probably shouldn't, and virtually every time he opens his mouth he does something to hurt the company or the share price. If you truly believe that Jerry hurts the company every time he opens his mouth, you should sell. If you don't believe it, then why are you saying it. Obviously if, as you say would have large tax consequences, you must have made a substantial profit on your AMD shares. That in itself make your last sentence a lie.