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

To: cruzbay who wrote (147699)	1/13/2005 10:12:40 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

I think that preventing them from "looking like a winner" takes back seat to crimping cash flow and hence AMD's ability to invest in their CPG infrastructure and R&D. AMD invested and developed the K7 and K8 architectures largely on borrowed money and money from investors and bond holders. However, no amount of money can buy the looks of a winner and a company taking market share from the 800lb gorilla. However, by forcing AMD to miss guidance and possibly return to losses or breakeven suddenly makes AMD look like a shakey company and no longer looks like a winner. Never underestimate the importance of "looks". After all marketing is all about it! TG