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

To: Cirruslvr who wrote (39642)	10/20/1998 12:19:00 AM
From: Joey Smith	Respond to of 1574097

re;I am just telling you guys to Face the Facts. AMD IS a competitor, and AMD will be a competitor. Real competitors don't consistently lose money quarter after quarter for the last 2 years and now have a balance sheet and business model that's puts them in serious financial trouble. AMD is far from being out of the woods.... Hey, maybe that's why the stock is still selling near its 52-low???? By the way, AMD's sole purpose is not to be Intel's competitor...It's to make the most profit for its shareholders. Someone should remind Jerry Sanders that from time to time. joey

To: Cirruslvr who wrote (39642)	10/20/1998 12:29:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1574097

CitrusLover - Re: " Nowadays you say stuff like "K6-3 will not come out", "K6-3 will be delayed", " Au contraire, Monsieur Know-It-All. AMD's management has TOLD US that the K6-3 IS DELAYED . Listen to the AMD Q398 conference call. Turn off your MOUTH. Turn on your EARS. Paul

To: Cirruslvr who wrote (39642)	10/20/1998 12:31:00 AM
From: Paul Engel	Respond to of 1574097

CitrusLover - Re: "And to you Paul: Can you say anything else other than "Where are those K7 benchmarks?" By the way - Kash doesn't have any K7 benchmarks. Do you have them? Paul

To: Cirruslvr who wrote (39642)	10/20/1998 12:34:00 AM
From: Paul Engel	Respond to of 1574097

CitrusLover - Re: " BTW, here is something to look at while you are thinking: amd.com; I got a luagh out of that ! AMD is too embarrassed to show their K6 Mobile Performance against a Pentium II so THEY PUBLISH Pentium MMX Data !!!! Now, doesn't that strike you as kind of FEEBLE, oh CitrusLover ? Paul

To: Cirruslvr who wrote (39642)	10/20/1998 12:58:00 AM
From: Tenchusatsu	Respond to of 1574097

<Do you pro-Intel, anti-AMD folks really believe AMD is going to just vanish and give up all the marketshare it has gained?> I kept saying it before, and I'll keep saying it again. Not even Intel is expecting AMD to just vanish and go away. Yet I think many pro-AMD guys here are hoping that Intel will just fall asleep with its past successes, since that would be the best-case scenario for AMD. As we've already seen, that's not going to happen. Tenchusatsu

To: Cirruslvr who wrote (39642)	10/20/1998 12:24:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1574097

curruslvr, Welcome to the AMD thread. We need some rational posts here. Regards, Kash

To: Cirruslvr who wrote (39642)	10/20/1998 9:11:00 PM
From: Badger	Read Replies (1) \| Respond to of 1574097

Cirrus Lover, eh? I have fond memories of that stock. Made a lot of money for me before it turned into a dog - although I have to admit I haven't looked at it lately. Don't make the mistake of assuming that the high emotions that run on this thread (and over on the Intel thread) are exactly representative of any group. Whomever they're from, they're legitimate opinions, but still only from an individual. Yah, I'm long INTC, and in more ways than one, because I work there. I'm not rabidly anti-AMD; I just lurk here to keep an eye on the other guy. As my boss says, only the paranoid survive. I can tell you that, personally, my options and I will be a lot more worried when AMD starts posting massive profits or upside earnings surprises - and upside surprises that are in the realm of 'not as bad as we expected' don't count. Being on the positive side, like AMD was in Q3, is a good start. I rather like having competition in the market. Keeps the big guys on their toes, which drives R&D, which means profits, which means I still have a job. One thing that I think we all can agree on, whatever pro-/anti- side you're on, is that, at the end of the day, it's making product that matters. Cranking out the silicon, putting it into boxes, and selling it at a profit matters more than "Oooo...oooo....if THIS or THAT happens we'll make millions"-type BS. If AMD can do that, fine. Intel better be sharp or they'll lose the crown. However, as belligerently as it's been stated on this thread, it's still true: AMD hasn't made a slam-dunk yet, and time is not on their side. Am I wrong? Could be. Convince me. Give me three or four quarters of positive earnings growth and I'll be concerned. But don't pee on my leg and tell me it's raining. JMHO Badger