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

To: Scumbria who wrote (45766)	1/13/1999 6:15:00 PM
From: Bruce A. Thompson	Read Replies (1) \| Respond to of 1572803

I think it takes "A lotta damn balls" to close up shop for two weeks when the job ain't finished! Retailers like Circuit City have gone to "just in time" inventory. If you have been in a Circuit City in the last 2 weeks, there have been empty spaces on the shelves where AMD boxes used to be. AMD was a sellout for them too. One more week of sales would have made it for them . Bruce

To: Scumbria who wrote (45766)	1/13/1999 8:08:00 PM
From: Samuel R Orr	Read Replies (3) \| Respond to of 1572803

Scumbria has taken his lumps from many respondents on this thread, but I think he's made some valid points for those willing to listen. Intel has had a lock on the X86 microprocessor market ever since they gave up making DRAMs to build them. At that time, the term "Intel Inside", which didn't yet exist, would have brought an oath to the lips of its abandoned customers. Great company it is. Saintly, they ain't. Fifteen cents profit indicates to me that AMD finally is a real factor in the business, and I expect the K6-3 and still to come K7 will intrude farther into Intel's knickers than they'll appreciate. As for putting AMD into receivership, Intel's keen awareness of the Justice Department may keep them from trying to emulate Microsoft's position in the federal docket. Perhaps someone will apply the same standard to AMD's stock price that is accorded Lucent(just plain old Western Electric and Bell Labs with a jazzed up name). At a P/E of 100:1 that yearly sixty cents ought to justify $60. Better, perhaps they'll apply 149 time sales(with no earnings) as some are doing to one internet stock. At any rate, this investor is satisfied with the current progress AMD is making, and I fail to see that its fab workers aren't entitled to Christmas time off just to throw a few more cents in the kitty to make First Call's estimate look better. Jerry Sanders certainly isn't noted as a philanthropist, but the net effect of his and his employees' hard work has been to make sub-thousand buck PCs available to the man-in-the-street. I can take an extra six months to make a decent profit on AMD, and suggest it's a bit unfair to pile on Scumbria. Sam Orr