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


To: Maxwell who wrote (37393)9/23/1998 11:51:00 PM
From: Time Traveler  Respond to of 1572321
 
Maxwell,

Thanks for your comforting words.

Pyrite would only become gold in a fairy tale. However, investing in AMD is like an adventure in fairy tale, up and down and up and down. I will take 30's, but 50's would be very nice. Please keep hyping.

By the way, what is your strike price? Are we very close to it? How many contracts are you holding this time?

Time Traveler



To: Maxwell who wrote (37393)9/24/1998 12:01:00 AM
From: JBoyd  Respond to of 1572321
 
I speculate high 30s by late November.

Maxwell:

Hope you are correct, but I would sleep better if insiders like Atiq Riza would stop selling their AMD stock.

Regards,

Jeff



To: Maxwell who wrote (37393)9/24/1998 12:03:00 AM
From: Elmer  Read Replies (1) | Respond to of 1572321
 
Re: "It will shine when AMD demonstrates the K7 behind closed doors at Comdex to the investors. "

The K7 will play second fiddle to Intel's processors during it's entire lifetime. It's performance does not live up to your hype. The K7 will have to play in the workstation/Server market. That means alien blaster games don't count for anything, they wouldn't anyway because the Katmai will blow away AMD's 3DNow instruction set. AMD will have to present SPECmarks to be taken seriously. Intel has already demonstrated Katmai running at 804Mhz. Performance was in the neighborhood of 30 Specint95. The K7 can't rely on Win98 and 16bit code to post phoney benchmarks, server vendors won't be as impressed as you are. This is the big leagues. The K7 will have to demonstrate TpmC numbers to even hope to be taken seriously. Unsubstantiated claims by hypersters won't boost those numbers. You have spent a lot of time flapping your gums Maxwell. You have no idea what Intel has waiting in the wings. Intel has no need whatsoever to show their hand. AMD on the otherhand, has a very real need to hype their vapor.

EP



To: Maxwell who wrote (37393)9/24/1998 12:45:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 1572321
 
Maxwell - Re: ""You will not be disappointed" as Atiq has said. I speculate high 30s by late November."

You should go back to April 2, 1997 and read the glowing praises of Atiq , Vin Dham and Serry Janders IIIIIII about the fabulous K6 and how it outperformed Intel's chips and how the profits were going to start flowing in AMD's front door.

They were wrong then.

What makes you think they aren't wrong this time ?

Paul



To: Maxwell who wrote (37393)9/24/1998 12:54:00 AM
From: Yousef  Respond to of 1572321
 
Maxwell,

Re: "Thus low 20s is still a steal ... I speculate high 30s by late November."

Nah Maxwell ... I think we will hit the high $40's by late November. With
the 400mhz K6-2 soon to happen along with the K7 "preview", AMD in the
$40's is "no sweat" ... In fact, I should buy more AMD.

Maxwell, how am I doing on HYPE'ing AMD ??

Make it So,
Yousef