Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.48

-2.6%

3:51 PM EST

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To: Epinephrine who wrote (5568)	8/18/2000 2:26:51 PM
From: hmaly	Read Replies (1) of 275872

Epi Re..<<Well I suppose you could take my opinion to that logical absurdity I certainly didn't explicitly rule that out but that's not what I meant and I think that you know that.<<<< Epi here is your previous post. ..<<<If AMD did not perform to their full potential for any reason it is management's responsibility and by extension their fault as well. Regards, Epinephrine <<<< Epi, your theory is all inclusive because you said for any reason If you don't want to include the logical absudities, you need to alter your theory to exclude them. <<This is exactly my point. A weasly Clinton type of continual self abdication of any responsibility is the defining mark of a lack of integrity. It is unacceptable in executive management.<<<< First of all, let me say that there are many who think Clinton is a great leader. I don't but in the two examples I gave you I would deny any and all responsibility. That said; there is a middle ground between being at fault for everything and being at fault for nothing. Each case is different and should be judged accordingly. I also agree in your lack of integrity and unacceptable in cases which are managements fault. <<<No matter how many posters get on message boards somewhere as they did recently and mention that a company is where it is due to luck you will never hear a competent analyst or executive of a company claim that a given corporation got where it is solely by luck.< I am assuming you are responding to a recent post of mine in which I was talking about Intel being chosen by IBM. I believe that was pure luck, IBM chosing Intel instead of MOT. or Zilog because Intel had the worst chip and architecture and Intel was chosen for that very reason. How often does that happen? On the other hand, INT and MSFT. really ran with the ball once they got it. <<<<I think that it is apparent that better infrastructure would have made the Duron launch more successful and for that I hold management fully to blame and 100% accountable. But I also think that AMD has done the seemingly impossible to get where they are today and that on the whole they have performed magnificently recently and for that I give them full credit. <<< Here we have two diametrically opposed sentences. In the first you blame mngt. for lack of infrastructure' but in the second you say on the whole they have performed magnificently I believe that if AMD had tried to take on doing chipsets other than original 750, and did their own motherboards, there would be no t-bird or Duron yet, because AMD would have been bogged down doing things other than T-bird and Duron; thus you now wouldn't be saying that on the whole they have performed magnificently One follows the other. That is part of mngt. to decide what a companies talents are and subcontract the rest. As an investor, I would prefer to invest "on the whole" rather than on an individual incident.

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