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

To: Scumbria who wrote (48773)	2/5/1999 6:26:00 PM
From: Elmer	Respond to of 1571886

Re: "Classic divide and conquer strategy. Anyone with an interest in AMD should recognize that the company's problems stem from Intel, not from any internal failings within AMD. " Keep chanting this mantra Scumbria. This thinking is exactly what has put AMD in this hole and exactly what will keep it there. EP

To: Scumbria who wrote (48773)	2/5/1999 6:30:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1571886

Hey! Isn't it about time to start updating our earnings estimates? I'll start things of. I'm guessing -$0.30 for Q1. EP

To: Scumbria who wrote (48773)	2/5/1999 8:02:00 PM
From: kash johal	Read Replies (5) \| Respond to of 1571886

Scumbria, Re: Intel vs AMD Look everythings pretty much fair in love and war. And it's war between Intel and AMD for many years now. AMD needs to get ahead in the speed/volume curve. It's that simple. If they can (and I still believe they can) then AMD will go up 10x from where it's at right now. Intel will be ramping up 0.18 micron in Q2. That means they will have 600Mhz class PIII's in Q3/Q4. This will enable even more segmentation for Intel. So, stop whining about Intel. If AMD executes they have 2 mega fabs that by end of 99 should be able to produce around 10-15M K-3's/qtr. If they get the speeds up via the move to 0.18 by then Intel is dead. If they fumble the 0.18 like the probably will the stock will be in the teens by year end. In the meantime it has probably bottomed for a while and should get into mid 20's-30's once the k-3 is actually shipping and the k-7 release speculation heats up. If AMD executes properly there is not much Intel can do to stop them. It is all up to AMD. If they had released the k-3 by 2H98 they would have had an answer to the Celeron pricing this quarter. So again the problem here is with AMD not Intel. Intel is simply playing good business by taking advantage of AMD's screw-ups by slashing the Celeron as they know they have the PIII's to balance the revenues. Regards, Kash

To: Scumbria who wrote (48773)	2/6/1999 7:47:00 AM
From: Joseph S. Lione	Read Replies (2) \| Respond to of 1571886

Scumbria : "Anyone with an interest in AMD should recognize that the company's problems stem from Intel, not from any internal failings within AMD. The engineering accomplishments of this company during the last 12 months, are nothing short of astounding." How on earth can you say that? It's Intel's fault that AMD can't produce 400 mhz chips, or get K6-3 to market? And why should I believe that K-7 will be anything but a flop, like everything else, i.e., late to market, slow to ramp, and behind in MHZ? I'm not anti-AMD, but history tells the story. Good luck with your investments Joe