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


To: dale_laroy who wrote (70102)2/2/2002 11:21:55 AM
From: hmalyRespond to of 275872
 
Dale Re..Perhaps if AMD investors get rid of Jerry because of his jihad against Intel AMD can thrive in the post Jerry days, just as Commodore did in the post Jack days.<<<<<<<<<

Is there much left of Commodore? I believe Commodore is still in Europe, but in what capacity I don't know. At any rate, it is likely AMD will thrive in the post Jerry era, because Jerry did challenge Intel, and appears to have survived. While AMd has been around for 30 yrs, approximately 14 of those yrs were spent being a second supplier to Intel. It has been just since the 486 days, 6-8 yrs, that AMD was forced to come up with a better design, and did so with the Athlon in 99. It really didn't take that long to best the best computer design team in the world. To put that in comparison, Intel has been designing the Itanium longer than AMD has been designing the K5, K6, and K7; and so far, Itanium is considered a flop. Intel can only hope that Hammer is another Itanium,rather than another Athlon.



To: dale_laroy who wrote (70102)2/2/2002 11:44:14 AM
From: ElmerRespond to of 275872
 
Of course, Commodore investors were smart enough to get rid of Jack Tremiel because of his jihad against TI. Perhaps if AMD investors get rid of Jerry because of his jihad against Intel AMD can thrive in the post Jerry days, just as Commodore did in the post Jack days.

I don't think you can count on shareholders dumping Jerry. They love him. Jerry's happy to give it and these guys are happy to get it.

EP