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Politics : Formerly About Advanced Micro Devices
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To: Scumbria who wrote (49652)2/15/1999 1:10:00 PM
From: Burt Masnick  Read Replies (1) of 1581144
 
Re:This does not make the management of AMD liars. How could Jerry have known about the accelerated clock speed and price cutting ramp of Celeron?

I would ask the other question. How could Jerry NOT have known that accelerated clocks were more than possible with the Celeron - the Celeron speed distribution has been said ON THIS THREAD to be centered at 450. How could he have not known that there was pricing room to spare due to the excellent yields Intel routinely achieves. The problem is that Jerry's business model is flawed but could conceivably work if the execution was letter perfect. Unfortunately for AMD shareholders, the execution has been, well, AMDish. Whether AMD has lied is moot - more to the point is that they have been wrong and wrong fairly consistently. AMD and you are shocked, shocked that Intel will compete with them vigorously. Prepare for more shocks.

Good investing,
Burt
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