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

To: wanna_bmw who wrote (80281)	5/19/2002 7:38:43 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

You see, I don't care to exaggerate. AMD's execution should be obvious without me having to point it out. But it still seems that some people have trouble believing that AMD is behind schedule at all on their product releases. I'll go ahead and point it out to them, and then I'll expect a half dozen people asking me if I've lost my mind, or if I'm ignorant of the whole manufacturing process. No, and no, to both questions. Sorry, but as an AMD investor, I don't like it either, but I won't try and make up justifications for AMD to make myself feel better. They just messed up, plain and simple, and I'll have to wait and see if they fix things by June 10th. I hope some psychologists or some such are studying this thread. The level of denial is remarkable. What does it take for some of these guys to see the obvious? Nevertheless, you must agree that despite the process problems, the prospects of an improving Flash market and the current stock price hovering just above book value is a great opportunity that shouldn't be passed up. EP

To: wanna_bmw who wrote (80281)	5/20/2002 7:02:03 AM
From: hmaly	Read Replies (4) \| Respond to of 275872

BMW Re.. But it still seems that some people have trouble believing that AMD is behind schedule at all on their product releases. It isn't that I don't believe AMD's schedule has slipped. It is that I really don't care all that much right now. Who's schedule hasn't slipped. Surely you aren't trying to tell us Intel's hasn't. Which man. hasn't had troubles going to 13 um. They all have, including your sacred Intel. Intel in fact, with all of their new fabs, and process tech. etc. seems to be having a hard time producing P4 above 2.2 ghz, even though I have heard for a yr. about 10 ghz possibilities. The simple fact is that AMD seems to be putting all of their talent into Hammer, and that is where I want them too; because that is where I believe their future is. Right now, with the depression going on in tech, it is more important that AMD is ready with Hammer to catch the rally, when it comes. Why worry about an interim chip, when the future looks so promising? Isn't that what we do when we invest in stocks? Invest in the future?