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

To: Dan3 who wrote (81368)	6/2/2002 8:59:50 PM
From: Yousef	Respond to of 275872

Dan3, Re: "They worried about performance and price, and it looks like they were right." Dan3 ... You're in "Da Nile". AMD has been losing money for the past quarters AND it looks like more losses for this quarter. They aren't even coming close to "eeking out" a profit. <ggg> Make It So, Yousef

To: Dan3 who wrote (81368)	6/3/2002 11:27:00 AM
From: Ali Chen	Respond to of 275872

"They worried about performance and price, and it looks like they were right. Thanks to model numbers that reflect performance, AMD has been doing just fine," Fine? Sorry to bring this boring argument of Intelafons, but how about some profitability on balance sheets? I think this kind of "price/performance" thinking is exactly where the AMD business management problem is. Shallow thinking. I believe they forgot to factor in their spreadsheet model a premium that could be collected if AMD could show a significant performance lead, at least on some bogus low-volume products like Athlon with 8Mb of external cache - which was talked about, but never was implemented. The bottom-feed mentality never pays off I think. About scalability worries, AMD management knew about the potential of extreme clocking capability of Williamette design as early as in the middle of 1999. They did nothing to counter this threat. They forgot about Intel's capability to steer out the whole benchmarking industry in favor of their "streaming architecture", and AMD lost in the newly defined performance paradigm. So, I do not think there will be any icing and cake in the hear future, given unchanged "price/performance" mentality. - Ali