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 Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (123971)9/15/2000 6:55:00 PM
From: Charles RRead Replies (1) of 721733
 
Ted,

<First we do not know if sales were lost in Q2 due to infrastructure availability problems...that's yours (and some others) assumption.>

There is A LOT of factual data to back this up. If you choose to ignore it that is fine. I have been through this debate too many times and have nothing to discuss on this topic with anyone who does not buy the argument.

<Bottom line...I believe that market forces, the street's biases and Intel are having a much more significant impact on AMD's stock than infrastructure availability. >

I agree. I think the stock price has to do with investor sentiment about AMD. The street is too unrelated to minutia like infrastructure. I care about it because I live and breath the business. What I am talking about now has more impact on next year than this year. I pointed to the infrastructure problems as early as April (or even before that) when the stock was trading near its peak.

<As an aside, when I got my Duron 700 in early July, the owner of the shop said he had no difficulty getting MB's and chipsets. I know his shop is not an OEM with the demands of an OEM, and I know that that doesn't change the fact that AMD lost design wins for Back to School with its June launch of the Duron. However, it does indicate that the launch was not just so much vaporware as some would suggest.>

Clearly the processor was there so anyone who says it was vapor is out of their mind or just clowing around (you know who I am talking about).

Chuck
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