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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: slob who wrote (3219)	12/29/1997 2:46:00 PM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 6843

Slob , let me explain Stockman to you You can ignore his posts if you are looking for meaningful information on AMD . He is one of the Intel investors who continually pester the AMD threads . His purpose ? It is to discredit the competition , since he believes that Intel can only continue to make the obscene profits it has in the past if AMD etc. are eradicated . A good description of these guys is something akin to piranhas . He fails to realise that he does not have much credibility except amongst his fellow piranhas , Brian

To: slob who wrote (3219)	12/29/1997 3:03:00 PM
From: StockMan	Read Replies (1) \| Respond to of 6843

Slob, Re -- If you look at the flash / eeprom markets companies like Microchip and even Atmel are still making a lot of money with integrated Flash microcontrollers. Also PLD's.. There is no doubt, that AMD will have to reinvent themselves to focus on these markets. They also cannot spread themselves thin, and compete in all segments. Atmel,Xlnx,Altera etc.. are focused on single segments. Thus they may have to focus on either flash, pld or wireless only. Unfortunately re-inventing takes a lot of time,if they decide to do it, their stock will trade in the mid single digits, until they prove they can do it. Re -- The part I don't understand is how they think they can defeat Intel by cornering the Low profit end of the market. The problem is they don't realize they are playing in the low end market. They think they are competing in the sweet spot (the midrange) market. They should read SI and keep a more open mind. Re -- AMD is a take-over cadidate at any price below $10... AMD has traded in the high single digits before, with no take over offers. Their DEBT is real obstacle for any takeovers. Furthermore AMD is Jerry's company, its unlikely he will sell it soon. Stockman