SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Tom W. who wrote (25900)11/13/1997 1:34:00 AM
From: Elmer  Read Replies (2) | Respond to of 1580718
 
Tom W-

I think you hit the nail on the head. AMD is a fine company (no I'm not kidding) I really mean it, and they have fine employees who have undoubtedly worked very very hard to make AMD a success. They just have a terrible CEO who has put his ego above AMD shareholders. AMD's hardworking people deserve some success for their efforts but they aren't ever going to get it as long as Jerry is at the helm. The over agressive design and process decisions they make when defining the K6 are finally coming home to haunt them. Management simply used extremely poor judgement. The K6 was just a little beyond what AMD was capable of. It was the need to challenge Intel at all costs that drove their decisions, NOT SHAREHOLDER VALUE. This is the issue that shareholders should be confronting. Jerry does not have your interests in mind. Jerry has Jerrys interests in mind and that is to fight Intel down to YOUR last penney. Grab your ankles and hold on, the bad news isn't over yet.....

EP



To: Tom W. who wrote (25900)11/13/1997 1:36:00 AM
From: Yousef  Read Replies (1) | Respond to of 1580718
 
TomW,

Re: "Anyone want to buy my 200 soon-to-be-worthless shares of AMD?"

I bet Fuchi would give you $45/share ... Isn't that right
Fuchi-(Who Loves To Part With His Money).

All kidding aside though, it looks like AMD will be making some more
"surprise announcements ... if AMD had just fixed their yields, Vinod
would not be leaving. I would consider buying some AMD puts to cover
your downside exposure.

I'm sorry that people on this thread have not paid attention to my analysis
of their yield problems and process technology ... while Petz and Brian
have been continually denying "reality". They have not "helped" investors
on this thread, IMHO.

Make It So,
Yousef