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

To: hmaly who wrote (83304)	6/23/2002 12:05:39 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

All of you chicken little bees, who have been predicting the death of AMD for 20 yrs, will be wrong again. Maybe so Harry but the Droids who have been predicting AMD will take over the world have been wrong for 20 years too. Blood is flowing out faster than it can be replaced and there's noting to stop the flow until next year, maybe. Those who have been following the two companies remember the same hype preceded K6 & K7. I joined SI to respond to Albert's claim that K6 blew away all Intel processors, even though no benchmarks had ever been released. Today the same blind faith is kept by the faithful. Like I said in a previous post, a product is the marriage between a design and a process, and you folks talk wonders about the design but the product may not live up to your dreams. AMD has real difficulty producing what they design. You can talk all day about integrated memory controllers, HT channels, NUMAs and clock domains but AMD has to sell silicon to their customers because nobody will pay money for designs, only products. Take a look at their manufacturing and you see real problems. I know you'll make excuses for their low output but some day you have to get tired of all the excuses. Red ink is red ink no matter how you explain it away and it looks like it will flow heavy for at least 3 more quarters. Will hammer save the day? What if it doesn't? EP