Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.00

-0.7%

Dec 4 3:59 PM EST

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To: Mani1 who wrote (733)	7/13/2000 10:54:41 PM
From: milo_morai	Read Replies (1) of 275872

CBSMW: Should investors be concerned about Intel taking a charge in its second quarter? See full story. Kumar: That’s due to the phrase work in process. If a company goes through multiple product transitions, they we need to be cognizant. Their execution record over the last four quarters has been anything but stellar. They received a black eye with Rambus (RMBS: news, msgs), and this is one of the many negative impacts the company has had to go through. The hope is, the execution in the second half of next year will be significantly different. The big product that’s coming out in the fall is the Willamette. *This is the first new micro architecture the company’s introduced in the last five* years. It’s extremely important that the execution goes as planned, otherwise, the company, essentially has a product portfolio that’s not very competitive against AMD** (AMD: news, msgs). cbs.marketwatch.com Milo

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