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

To: Scumbria who wrote (52073)	3/9/1999 11:57:00 AM
From: Gary Ng	Read Replies (1) \| Respond to of 1571775

Scumbria, Re: Hang in there man Do you have a long position in AMD right now ? BTW, he already said that he is turning blue and keep hanging in there is really dangerous :-) Gary

To: Scumbria who wrote (52073)	3/9/1999 1:19:00 PM
From: kash johal	Read Replies (3) \| Respond to of 1571775

Scumbria, >Re: Hang in there man. AMD is doing the right thing. Intel has >made some serious mistakes and opened up the door. >Intel is doing some pretty ugly things to block the door right > now, but remember that AMD has some big guns (like Compaq) pulling >for them. You are full of it today! AMD has screwed up again. And it is likely that they will screw up again with the K7 when it comes to manufacturing. Clearly the AMD design team is world class. And clearly the management is a bunch of idiots. For several years now they have failed to execute. Frankly part of the reason I chose to invest in them was the MOT deal. I had thought that they would have had the foresight to back up their disastrous manufacturing history by using Mos 13 as a back up. They could have had the k-3 out in Q4 if they had done this. We are now at the end of Q1 and no K-3's in sight. In Q2 they need to ship K-7's and they seem to have no back up at all. Even if they only were manufacturing 50-100K pcs/mo at a second source, it would have been easy to turn that on to higher volumes if needed. This company takes huge risks and has no planning and no back ups in place. They have taken a similar huge risk with Dresden. Apparently the fab can only be used for copper manufacturing. And we all know that copper is it's very early manufacturing stages. We may be sitting here for another 12 months before copper yields are resolved and they overhead from Dresden could be a killer if yields are way too low. So AMD is a very high risk stock with huge upsides but they keep screwing up. In my judgement they have clearly lost a great opportunity with the K-3 to make major inroads. We will see if they can fumble the k-7 as well. Remember that the K-7 in Q2 99 is a compelling product. K-7 in Q3 2000 is a dead product if it only hits volume by then. In the hi-tech business timing is everything and AMD seems to have awfull timing and not the smarts to back themselves up. Regards, Kash Johal