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

To: Elmer who wrote (35727)	8/10/1998 12:03:00 AM
From: Ali Chen	Respond to of 1570705

Elmer, <..expert enough to accuse Intel of "cooking the books",> Are you dumb? I repeat: I am accusing you of inability to subrtact $3B of dissolved assets from $1.2B of reported profits. Is this clear now? It has nothing to do with coocking any books. All books are cooked in accord with current accounting law. <the value returned to shareholders is "incommensurably different"> Please don't count your value until you sell the stock. Until then it may evaporate in one-two days. <No one delays a completely debugged product.> Really? Wasn't it Intel who held the Pentium-MMX unreleased until the last minute, after K6 samples become available? Wasn't it Intel who limited the P55-MMX to 233MHz while it runs easily at 300MHz in most mainboards? What makes you think that there is no other tactics with a new, superior product? <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. > Really? Did you know that the K7 is being designed in Austin, TX. Did you know that due to extremely favorable cost of living here, 60k in Austin is worth more than 100k in Silicon Valley, according to "salary calculator"? www2.homefair.com Did you know that you can afford in Austin a quality house which will be worth $500,000 in CA? Now tell me about disadvantages of the job market in Texas. <Expect more delays in the K7 despite Jerry's hype.> There is such a possibility since too many things are new. On the contrary, mistakes with ECC handling, especially after official product release, are signs of total team incompetency at Intel.

To: Elmer who wrote (35727)	8/10/1998 1:02:00 AM
From: Dale Knipschield	Respond to of 1570705

Elmer, Took your advice Friday and sold my shares for a quick 14%+ gain, but I need to ask you, why are you so down on this company? My rationale for buying was the fact that AMD equipped computers are starting to gain a good share of shelf space in the computer stores, offer a better performance/price point than Intel, and are becoming quite acceptable to a good share of the computer buying public. I also know that they solved some yield problems earlier in the year, have IBM lined up as a 2nd source, and have a buy-in from Microsoft to support their 3-D technology. Then, there was the news release last week about businesses considering alternatives to Intel. Hardly bad news, in my estimation. Add it all up and it says that a quick price pop might be in order, perhaps followed by a long-term price rise. In fact, Peter Lynch might look at this info and and tag AMD as a great "buy" if your investment horizon is at least a year or two long. However, you certainly don't feel that way. Yes, I know they haven't been able to make money, but won't higher yields and booming sales change that? Price pressures are there, but for Intel also. So, if you don't mind helping me become a smarter investor, please tell me what I missed in my analysis. Thanks and good luck in your investing! Regards, Knip By the way, want a quick pop for tomorrow? Try GKI....should be good if the small caps hold up. Asia looks awful again tonight, that may spook the market again tomorrow.