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

To: Charles Gryba who wrote (83275)	6/22/2002 5:08:56 PM
From: wanna_bmw	Respond to of 275872

Constantine, that's not even close to what Elmer was saying. wbmw

To: Charles Gryba who wrote (83275)	6/22/2002 5:14:02 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

EP, are you saying that the thousands of AMD employees working to produce the x86-64 line of cpus and all their partners are doing all this work supporting the AThlon/Hammer/HT is in vain and there's no chance that AMD will succeed in making good $$$ from Hammer? I wouldn't say no chance. I said if Jerry has overhyped Hammer, which I suspect he has, we could see the end of AMD. There is a major error that AMD keeps making, they design something they can't readily manufacture. Intel does the opposite. They design conservatively so they can manufacture it. A product is the marriage of a design and a manufacturing process and while Hammer may be a great design on paper it may not be a good product. AMD has been driven to desperation and life doesn't care about all the work and effort of those people working on the project. You aren't successful because you tried real hard. You don't win just because you deserve it. As never before AMD will live or die on the success of it's next product. They've already jumped out of the plane and they better finish designing and manufacturing that parachute before they hit the ground. How many times can they keep doing this? They only get 1 failure. Either way, Jerry will be giving the finger to Intel all the way down... EP

To: Charles Gryba who wrote (83275)	6/22/2002 6:44:12 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Charles: "EP, are you saying that the thousands of AMD employees working to produce the x86-64 line of cpus and all their partners are doing all this work supporting the AThlon/Hammer/HT is in vain and there's no chance that AMD will succeed in making good $$$ from Hammer?" Let's look at the flip side...Assuming all the converging indicators of a highly successful Hammer are indeed accurate, where does that leave INTC with its bloated balance sheet and a P(etering out) 4??? A bankrupcy candidate??? Not an impossible outcome given a successful Hammer... Lots to be played out yet, including INTC's comparative q2 (& FY02) financial performance, before one can confidently jump to any conclusions...but as far as bankrupcy speculation is concerned, I wouldn't say INTC's odds are much less than AMD's if one looks at the comparative financials of the past 2 years... A successful Hammer launch might even result in the prospect of an INTC bankrupcy being greater than that of an AMD bankrupcy...(both are extremely remote prospects at the moment)