SI
SI
discoversearch

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: enzyme who wrote (18388)11/9/2000 3:42:23 PM
From: Milan ShahRead Replies (1) | Respond to of 275872
 
One of the reasons AMD is given second class status (and P/E ratios) is that they don't know how to spin their news

No kidding. I listened to pretty much the whole conference, and it was clear that it was a bunch of extra dry engineers mumbling to a bunch of non-technoids. There was no life at all in the conference - they might as well have been talking about the details of election results in the state of Texas.

The only sign of spirit I saw was wrt TMTA - Jerry made a very good point that AMD is all about performance, and TMTA can't touch them on that front. Well said and well delivered, and dismiss a potential/new competitor as a niche player in one sentence.

Milan



To: enzyme who wrote (18388)11/9/2000 3:47:49 PM
From: Chung LeeRead Replies (2) | Respond to of 275872
 
If AMD needs a new spinmeister, don't look in this thread, most here have been in depression for months, beat themselves silly at every turn, masters of self-criticism in the quest being objective and presenting a balance view, this is unique on SI.

Don't think I don't want a fair analysis of AMD's business, AMD is on balance, still in a very good position to make money despite the worry warts.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News