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

To: Trey McAtee who wrote (52146)	3/9/1999 4:42:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1578427

Trey, RE:" ok, i agree with you...i think they are doing OK, but they arent performing well enough. had they executed correctly, the company would be in a better position and cutting prices on celeron wouldnt have done a thing". If even if AMD would have executed properly the Celeron speed jumps and price cutting would have hurt. With the AMD design problem, it was a disaster. RE:"when in a battle with a player who is better capitalized and branded than you, does it make sense to shoot yourself in the foot? does it make it ok when you blame it on the other guy?"... You think AMD shot themselves in the foot on purpose? I don't think so. Jim

To: Trey McAtee who wrote (52146)	3/9/1999 6:34:00 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 1578427

Trey - Just keep it cool boy, real cool -- AMD is in a tough position, they have to keep volume up, and try to make headway on the fastest grade of chips, while learning the process methods. INTC mostly has those process methods under control, as demonstrated by the excellent performance of the Celeron chips at high clock speeds. AMD has made admirable gains on INTC in the last year, after falling behind in '97. One(or at least this one) hopes the gains continue, but they are engineering and producing at the far extreme of their learning curve. That is the only place they can produce and make any money. They need over $100/CPU to break even. I am shocked, and heartened by the relatively light hit the stock took today, & expect to buy some more in the near future.(At the same time, I look at the insider sales for January & wonder). tgptndr