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

To: Ali Chen who wrote (35723)	8/9/1998 8:36:00 PM
From: StockMan	Respond to of 1570554

Ali babble, Re -- K7 design is completed as well, as per communications on the "secret thread". Wow!!. Enlightened information from the indubitable Brian Huchtinson no doubt, or could it have been the honorable Mr James McMoron.

To: Ali Chen who wrote (35723)	8/9/1998 10:51:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1570554

Re: "<Ali, You haven't answered the question> How can I answer the question if I have no idea about actual accounting? I just reasonably suggested that the accounting must be the same since all we are living under the SEC..." Ali, you were expert enough to accuse Intel of "cooking the books", now you're claiming ignorance of accounting. I suggest you've been ignorant of accounting all along. Re: "Again how stupid. I am not accusing Intel of anything _illegal_. I just barely point out that closing your own eyes won't make it dark for everyone... Since the rules are there, everyone is reporting in accord to the rules. However, the scale of compensation at Intel and AMD are incommensurably different, so is the corresponding deception of investors." Ali, the value returned to shareholders is "incommensurably different" as well. Re: "<More confirmation of the rumors running rampant through the Valley that people are jumping ship at AMD at an alarming rate.> First, where is your confirmation? Second you seem to be missing the fact that the K6 design has been largely completed and completely debugged, so people have to be reassigned, eventually." If the design is completed and completely debugged, why has the K6-3 been delayed? No one delays a completely debugged product. It's been pushed out to Q1'99 because of problems. So, because of schedule slips, the design team hasn't been able to transition on to new products but must stay behind and fix more bugs. Couple this with the designers deserting the K7 and you have a real crisis brewing. Depleted staff, and no reinforcements coming over from products which should have been handed off to manufacturing. Financial pressure and the lack of attractive stock options puts AMD at a major disadvantage in the job market. A recovery in the semi industry will mean even more salary/compensation pressure. A downward spiral that is already in motion. Expect more delays in the K7 despite Jerry's hype. EP

To: Ali Chen who wrote (35723)	8/9/1998 11:41:00 PM
From: Paul Engel	Respond to of 1570554

Ali - Re: "So you want a company with superior manufacturing technology (0.25um 5-layers, local interconnect, flip-chip economical packaging, FAB with 30M+/year chip capacity), with in-house highly modular design technology, with full in-house knowledge of all the intricacies of x86 undocumented "features", you want them just walk away, give all this presumably lucrative business up? Very stupid idea indeed on your part." You forgot to add "and losing $105,000,000 per quarter". Paul