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

To: Road Walker who wrote (47370)	7/12/2001 11:05:17 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"Bill or Steve told you personally? Or are you just making it up? Could it be $35 or $40, or $60?" No way it's $60. At lot closer to $30 is more like it. If you don't believe me ask your boy Paul who has said $30 as well... RE:"Listened to the CC, that Jerry is a pistol. Amazing how he can make an 80% miss, and projections of current quarter loss, sound like success. The deeper AMD gets, the more confident he sounds. Great salesman." He only looks at success in terms of taking Intel share. Who was that who said, "damn the torpedoes, full speed ahead"? Well that's Jerry. Actually if he was running Intel's PR I'd load up on Intel. Jim

To: Road Walker who wrote (47370)	7/12/2001 11:35:59 PM
From: jamok99	Respond to of 275872

John, re: <<Listened to the CC, that Jerry is a pistol. Amazing how he can make an 80% miss, and projections of current quarter loss, sound like success. The deeper AMD gets, the more confident he sounds. Great salesman>> I, personally, am looking forward to sharing a beer with you and the other AMD investors and listening to "The Best of Jerry" audio collection when we're all living together down at the poor farm <g>. More seriously, I understand Jerry's point, as expounded so well by Charles R, that market share brings a lot of benefits, not the least of which is decent infrastructure support. It's a gutsy gamble - I just worry that if it's the wrong strategy (market share can evaporate quickly with new product performance characteristics/competition - look at TDFX - (well, you can't look at TDFX, it doesn't exist anymore <g>). "Volume is our vaccine" - the question is whether the cure will kill the patient. Jamok