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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (147252)	11/9/2001 12:28:42 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, Re: >For AMD, CPUs are losing money - Flash is heading into losses - it's time to say Adios to Hectorville and Welcome Back Jerry - King of AMD for Life ! The way he looked on the webcast yesterday, could be the best thing for Intel. He definitely looks ready for pasture. As I see it, AMD desperately needs a successor to Sanders, and there doesn't appear to be one on the payroll now. Ruiz seems like a nice guy, but really lacks charisma or other apparent leadership qualities, and comes across sounding like a line sup at best. The flash guy is non-descript and the marketing guy a bag of wind. Dirk Meyer is obviously an excellent engineering type, but much too soft-spoken for CEO timbre. I'll take Barrett, and someday Otellini any day of the week over anything AMD has. Tony

To: Paul Engel who wrote (147252)	11/9/2001 12:37:27 PM
From: Windsock	Read Replies (2) \| Respond to of 186894

Paul - Re:"With Intel ramping the new 0.13 micron Flash Process along with the Colorado Springs Flash Fab, Intel has found yet another way to squeeze AMD's financial lifelblood dry." Competition is good. Jerry "Where's Mine" Sanders said so. When is someone going to remind Jerry of that at a conference?