Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (109106)	5/3/2000 1:17:00 AM
From: kash johal	Read Replies (2) of 1579188

Tench, I agree the hot rail miscue is pretty disastrous. Frankly the entire execution on chipsets is poor with the reliance on VIA. The execution on the SMP side is a disaster IMHO. It will likely have no short term impact as all the analysts and investors are focussed on the stock price and earnings but strategically this is a major problem. regards, Kash

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