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To: Richard Wang who wrote (5285)3/26/1998 11:57:00 AM
From: Ali Chen  Respond to of 6843
 
Richard, <news by Wang News Service> That was great, thanks
very much. It must be a hard text to comprehend for someones
barking around at the traffic:-)

I suspect it must be not easy to make such a move
in the company, I mean internally. The vacation is
open, which must create some "career opportunities"
for insiders. All the high management must be quite
excited competing for the position... Especially
knowing the famous statement from the new CEO about
half-life of an engineer... These are some issues
you may take a close look in your future WNS.

Thanks again,

Ali



To: Richard Wang who wrote (5285)3/26/1998 12:05:00 PM
From: Kevin K. Spurway  Respond to of 6843
 
I have to admit I was laughing pretty hard at the Wang News Service release. I suppose by the logic of the Intel people who posted about Burkett's departure, Intel must be in hot water. I'm not sure that's really the case.

Anyway, I did find it amusing that on thre same day Grove leaves, Intel announces a share buyback which will boost the market price, apparently so Grove can start unloading his shares at higher prices. <GG>

Kevin



To: Richard Wang who wrote (5285)3/26/1998 3:29:00 PM
From: James Yu  Respond to of 6843
 
Richard,
Your accurate news really shock Intelbees but it is not surprised to the members of AMD. Grove already abandoned the ship on October, 1997 - Andy Grove sold 520,000 shares at average price of $81.375 ($42,315,000.00).

www4.techstocks.com
www4.techstocks.com
www4.techstocks.com
www4.techstocks.com
www4.techstocks.com

If we look at the future EGR(Earnings Growth Rate - some intellbees worship) as follow:

1997: $3.97
1998: $3.40
1999: $4.05
------------
1998: -14.35% negative growth
1999: 2% growth

From the figures, we know why Andy Grove stepped down. What we can say is SORRY, ANDY, YOUR GLORY DAYS ARE GONE WITH THE WIND. LET SOME ONES RUN THE SHOW (AMD and CYRX).

Best wishes

James



To: Richard Wang who wrote (5285)3/26/1998 4:16:00 PM
From: Brian Hutcheson  Read Replies (1) | Respond to of 6843
 
Richard , Great post , I nominate Stockman or Yousef
for CEO , since they are always telling us how much better they know the business than AMD's management ,
Brian



To: Richard Wang who wrote (5285)3/26/1998 7:53:00 PM
From: Ali Chen  Read Replies (1) | Respond to of 6843
 
Richard, is it also your production? Read this joke,
competition is catching up:
news.com

"Slow to recognize the sub-$1,000
PC market, the chip giant will
aggressively attack the
market for inexpensive
TV set-top boxes with a
new line of low-cost
Celeron processors, a
company executive said today."

"In the fall of 1999, computer makers
will begin to ship $399 set-top boxes
based around an Intel Celeron
processor, Aymar said."

"From $399 and up, they will all be a
Celeron processor," Aymar revealed.
"All the Celerons will be based on
the P6 microarchitecture until the
next generation. We are not going to
go backwards and we are not going
to rename the Pentium MMX."

"As it continues to reduce Celeron's
price, Intel plans to make up the
difference in margin through volume.
But Aymar acknowledged that the
shift changes the company's
historical business model.
"We expect to be a 50 percent gross
margin company, plus or minus" a
few percentage points, he said."

"Sites that will run Microsoft's
upcoming Chrome technology, for
example, require the viewer to use a
350-MHz Pentium II at a minimum.
By "going backward," computer
vendors could not give this
functionality to consumers. Chrome
is a 3D technology that makes it
easier for designers to build 3D
versions of Web sites."

"Analysts have said that the Pentium II
generates more heat than comparable
RISC processors. Aymar countered
by stating that computer vendors can
design around the heat issue by using
heat sinks."

--------
I think this does not require many comments.
"agreessively attacking... fall 1999 ... $399 box";
heat sinks were also kind of neat, and 50% as well :)

My most concern is about the M$ "Chrome technology".
Does it mean that, instead of waiting several minutes
today for a flashing banner ad to be loaded before
any meaningful web content shows up, we are doomed
to wait 20-30 minutes before some 3D-idiot will suck
all the bandwidth to advertise bunny dolls? Right?
Is this that killing application all the computer
world is dreaming for?

Regards,

Ali