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

To: DRBES who wrote (93486)	2/22/2003 12:08:03 PM
From: Reginald Van Pelt	Read Replies (1) \| Respond to of 275872

My Dear DRBES - Your rather flaunting description of "The onslaught that AMD is engineering against inteL would look to be amazing in its overwhelming scope and military-like precision." seems to be just a bit off the mark. We must look at AMD's actual performances, sometimes without regards to our best wishes for AMD. In particular, AMD executing with "military-like precision" hardly begins to describe the fact that every AMD new product launch for the past 2 years has been about 9 months late and failed to live up to expectations. With one exception. And that is the product that we all have been expecting - Hammer - and that, my Dear DRBES, is frankly almost two years late. With AMD not having hit the profit side of the ledger in I don't know how long, the only "military-like" performance that AMD has displayed is their propensity to spend money willy-nilly with little to show for it. Reggie

To: DRBES who wrote (93486)	2/22/2003 1:03:12 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: The real "surprize", however, may be in earlier profitability than anyone (except moi) may be expecting. Well, it will sure surprise me if it happens. But given that you've been better at predicting this stuff than anyone else (most definitely including me!) you're probably right again. Regards, Dan