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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: greg nus who wrote (27194)	12/27/1997 2:30:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1573682

Greg, Re: "There is not a single wall street analist who also have electronic engineering degrees who share your opinion." I have never said that AMD is "going out of business" ... only that their transition to .25um will be more difficult than Intel's transition. The reason being that Intel has more process expertise and they started earlier with their .25um process development. Here is a portion of the Lehman Brothers report that substantiates my analysis ... Greg, please don't make claims you can't back up. "THE GOOD NEWS: TIMING OF .25 MICRON APPEARS TO HAVE ACCELERATED BY 3-6 MONTHS AT INTEL, SLIPPED 3 MONTHS AT AMD. Intel management indicates the move to .25 micron will be nearly complete bt year end 1998. That is about 6 months earlier than the apparent schedule 6/3/97 at their analyst meeting. AMD, meanwhile, had been scheduled to be 100% .25 micron by mid- 1998, but we guess that has slipped by 3 months." Full report at: lehman.com Make It So, Yousef

To: greg nus who wrote (27194)	12/27/1997 10:26:00 PM
From: Time Traveler	Read Replies (2) \| Respond to of 1573682

Greg, About a year ago, quite a few analysts from Wall Street and a whole gang of folks on this thread were expecting AMD to make a lot of money by introducing the K6. Well, that never happened as we all have discovered. What went wrong? They did not anticipate Intel would engage in a vicious chip war. Now, we all know Intel is going to strike back at all cost. Then, the two scenarios I have compiled do not paint a rosy picture for AMD in the months to come. You need to present arguments to counter my analysis. AMD did survive very well under the leadership of Jerry so far. This company is even less dependent on x86 market than Intel. So, I do not think it is going bankrupt any time soon. However, a personal Jihad-like war against a company he probably despises so much would continue to drain the profit out of this company. What happened to the Captain and his Ship in the story of Moby Dick? John.