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

To: Joe NYC who wrote (103071)	10/16/2003 11:06:41 PM
From: mozek	Read Replies (1) \| Respond to of 275872

I am glad you are still around. Thanks Joe. I've been pretty pre-occupied putting together business plans and infrastructure, but this AMD performance will only help fund things further :-). I'm feeling pretty good that I took some of my partial CC proceeds to buy out of the money calls in case this happened. If we do see 16 tomorrow, it will be as if I kept all of my shares. In either case I don't think I'll be selling AMD in the near future. I still do not believe we've seen the Intel response yet, and I think the 64-bit Prescott extension approach, if truly beneficial, could have real impact on AMD64's success. One competitive advantage that Intel could market from Win32 OS-supported extensions, if that's what they do, rather than a new mode could be compatibility with the actual Windows 32-bit version and its associated drivers. They could try to position AMD64 in-between a 64 bit extended / fully 32-bit compatible architecture, and a "real" 64 bit solution like Itanium. Of course we know that it is a truly 64 bit architecture, but I suspect that might happen anyhow. I don't mean to dampen any well-deserved enthusiasm with concern about something. It's kind of the way I am :-). I still think AMD blew this one away and deserves the success they look like they are beginning to enjoy, both in CPU and Flash. Mike

To: Joe NYC who wrote (103071)	10/17/2003 12:04:14 AM
From: Charles R	Respond to of 275872

joe, <I think after this report, nobody will need to have second thoughts about AMD's survival, since it is hard for a cash flow positive company to go out of business, which will make it easier to get commitments from future partners.> The issue was more of perpetual mediocrity than surviving but you have a valid point. Also, from a Wall Street view point, Hector and the new guys at the top might might come across as an improvement over Jerry (whether that is true or not is a different issue). Note that Rob Herb, the last AMD connection to Wall Street from the old Jerry's team, is gone too. <The turnaround in the economy that we are witnessing can only help, and I keep hearing extremely optimistic forecasts for the rest of this year and next year. AMD will be there with premium products, riding the wave.> I have heard good forecasts of Q4 but nothing past the year. Any links? Thanks, Chuck