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

To: fyodor_ who wrote (64814)	12/3/2001 12:32:51 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

fyo, This look-ahead research gives us confidence in our long-term roadmaps and strategies, while providing spin-off technology that feeds our near-term development program. Pravin

To: fyodor_ who wrote (64814)	12/3/2001 1:21:36 AM
From: Ali Chen	Respond to of 275872

"I always get a tad nervous when companies start to disclose research goals" From the article: "..said Dr. Craig Sander, vice president of AMD's technology development group." Who the heck is Dr. Craig Sander? Never heard about him before. Was not it Dr. Bill Siegle who was responsible for technology development at AMD? What happened to him? - Ali

To: fyodor_ who wrote (64814)	12/3/2001 7:28:20 AM
From: Dan3	Respond to of 275872

Re: I always get a tad nervous when companies start to disclose research goals - both reached and planned - that have no bearing on products in the immediate future. The market seemed to embrace Intel's announcement that its "terahertz" transistor demonstrated that AMD was doomed. To listen to that nonsense when you are sitting on working development parts literally 3 times faster must have been galling. I agree that it's irrelevant, but maybe the market will now decide that Intel is doomed (as though either company would ever be producing these exact designs, anyway).

To: fyodor_ who wrote (64814)	12/3/2001 8:19:26 AM
From: TechieGuy-alt	Read Replies (2) \| Respond to of 275872

Pravin, I always get a tad nervous when companies start to disclose research goals - both reached and planned - that have no bearing on products in the immediate future. I don't agree. This is just marketing! (yes Marketing!). I've always wondered why AMD did not make these kind of announcements. IT was amazing to read this one. It was almost as if it came from INTC, but everywhere it said AMD- NOT INTC. You've got to remember the target audience for these. In essence the company is announcing that thay have a roadmap out till 2009, AND most important of all a plan to get there with some demonstrable milestones to prove that this is not just fluff (it may really be fluff, but as long as it does not seem like fluff, that's what counts!). Something has changed at AMD. Radio spots, gorrilla marketing, press releases. Wow, someone just got rid of the old marketing guy and replaced him (her) with an executive that seems to know what they are doing. Excellent. TG