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: fyodor_ who wrote (59281)	10/19/2001 3:09:04 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: "Jerry is Jerry and that isn't going to change. If he holds true to his promise, he'll only be in charge for another 6-8 months (IIRC)." We should start a Countdown to an AMD-Free Jerry Let's see - he's leaving next April - right? That's about 6 1/2 months so: 195 Days Until No Jerry !!

To: fyodor_ who wrote (59281)	10/19/2001 4:17:05 PM
From: Tony Viola	Respond to of 275872

Fyo, Re:Jerry is Jerry and that isn't going to change. If he holds true to his promise, he'll only be in charge for another 6-8 months (IIRC). However, your example of Lexus is actually quite intriguing. Maybe AMD should buy SGI and use their brand name as a "Lexus", keeping AMD as their "Toyota". If need be, they could have SGI completely vertically integrated, delivering high-end workstations and servers (including the service aspect), as well as the chips. SGI has a very solid reputation and a very solid work force (from what I understand, anyway). SGI used to be one of "the" companies in Silicon Valley. Jurassic Park and Toy Story put them into all the news media, not just Computerworld. Clinton and Gore further got them onto all the news when they visited them about five years ago. It's been all bad news for them since, and what people they haven't laid off have probably quit by now. Besides, they've gone all Intel. Maybe Jerry will do a personality makeover for the sake of Hector and his other successors. Nah! Tony