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

To: reynoso who wrote (71344)	2/10/2002 12:07:50 AM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Reynoso, I have owned AMD shares for over two years. What right have you to question me? I just read through your posts for last 4 months. Others are welcome to read your posts and form their own opinions. Here is a sample: Wasn't Dan Scovel a strong AMD supporter? His comments are very unsettling. #reply-16462390 Good set-up question here: How many additional new registers will the Hammer - x86-64 have? Also, how many registers does the Itanium have? #reply-16465762 As an AMD shareholder, I agree emphatically. Mr. Sanders has profited millions by selling his shares prior to AMD's share collapse. Yet another example of Mr. Sanders screwing us. #reply-16473294 reply to a rumor potentially negative to AMD: Is this correct? If it is, is it as bad as it sounds? #reply-16498407 You presented the following UMC process data: ... The Ioff current goes up by a factor of 400 from the .18 micron process to the .13 micron process. Didn't several people on this thread make a big issue on the same subject as it pertained to Intel's process a few weeks ago? Seems like the same problem exists here for UMC - and hence AMD. Also, the 6T SRAM cell size of 4.44 sq. microns seems to be twice the size of the SRAM cell size for Intel's process - also on a .13 micron process. Won't this be a disadvantage for AMD? #reply-16803852 I guess that dodges the issue of former customers - who apparently didn't like dealing with AMD. IBM and Gateway come to mind. #reply-16803872 Jumping to Intel's defense Doesn't Intel produce 4x the CPUs as AMD - which is inline with the 78 - 80% market share (4 to 1) that Intel has? #reply-16830127 I appreciate search for truth, but you seem a bit overly eagar to present Intel favorable point of view. Here is another example: #reply-16768819 #reply-16847708 I think there have been some severe negative ramifications of this nomenclature system. PCs with AMD CPUs disappeared from most retail outlets in the USA almost simultaneously with the introduction of the new rating system. #reply-16844127 Really happened more like in May/June, not October. But good attempt at trying to discredit AMD at any opportunity. Here you seem somewhat over-eager to vindicate Paul: #reply-16850040 You may be right, and I should not be questioning this particular post. I am just questioning your eagerness, that you never put to use presenting a pro-AMD points or favoring pro-AMD poster. Milo: <<<<<New 1.3GHz AMD Duron Processor Ups the Performance Ante for Everyday PC Computing>>>>> On the surface, this is encouraging news. However, I am a bit concerned. The AMD press release made no mention of any OEM using the new Duron in a PC. Only references to motherboard manufacturers and distributor availability were made. I'm afraid this continues a rather upsetting trend begun last last year. #reply-16938566 Isn't this just following Intel around? #reply-16981569 Doesn't Intel own part of 3DSP? #reply-16981619 Your analysis indicates that AMD is only running Dresden at 50% capacity. Satements by AMD prior to your quotes from Hector indicated that they were close to 100% capacity. #reply-17000158 My question is, however, why AMD only made 4 miliion/quarter - a 16 million/year run rate - last quarter - when AMD had given prior guidance that Dresden was - or should have been - at full capacity last quarter. We are a talking about a huge gap in actual vs. perceived capacity at Dresden. #reply-17000158 BTW, nothing wrong with those last 3 posts, but "by a pure coincidence" this view is exactly same as Elmer's. niceguy767 <<<<INTC is in a box!!! >>>> Well, at least they are in the XBOX. #reply-17000558 Does AMD make much money on the HyperTransport inside these XBOXs? #reply-17001712 I'm not really comfortable as an AMD shareholder - are you? These quarterly losses and slipping market share do not bode well. What is your opinion? #reply-17039657 Although I share your enthusiasm, isn't it true that one AMD official recently was quoted as saying that, after 7 or 8 months in the server sector, AMD had zero market penetration? With the Hammer still off in to the future, just how much competition can AMD be to Intel in servers? #reply-17039948 It is entirely possible that I am wrong about you, and you in fact do own AMD shares. In that case, I apologize, and recommend that you either up the schizophrenia drugs, or you sell your AMD shares. Joe